EP Wealth Advisors Financial Planning Process
Discover: We spend the time with you to develop a comprehensive understanding of your current needs, future goals, and personal or family ambitions—the crucial context needed to plan, invest, and forge an effective partnership.
Prioritize: You’ll receive a tailored financial plan that helps you define your goals and organize your financials. This foundation allows us to make thoughtful decisions together that are in your long-term best interest.
Implement: This step includes creating an investment portfolio strategically structured by our in-house investment team, balanced by your short-, medium-, and long-term goals and risk tolerance.
Monitor: Our goal is to limit the surprises, and our responsibility is to continually keep you informed through transparent reporting and proactive recommendations aligned to your goals and objectives. When you have questions, we will be there to find the right answers for you.
