Our Team Members keep you focused on the steps and tasks necessary to lead an EPPIC® Life!

Step 1
Schedule your Discovery Call with Dennis Grinestaff, Co-Founder and Director of Wealth Management
- Review The EPPIC Method® and how our process helps to put you on the fast track to gaining confidence about your financial future and reaching your goals.
- Identify the questions and concerns you have about your financial life.

Step 2
Prepare for your Introduction Call
- Take our Financial Wellness Assessment.
- Take our Estate Planning Assessment.
- Gather the documents on this Checklist for your call.
- Determine your Basic Expenses with the help of our handy worksheet.
- Learn about each area you need in building a secure Financial Nest

Step 3
Schedule your Program Introduction Screen Share Virtual Call with Sharon Grinestaff, Co-Founder and Director of Financial Planning
- EVALUATE your financial health to identify your strengths, weaknesses, opportunities and threats.
- Explain the Be More Healthy, Wealthy and Wise® Program and the initial and ongoing EPPIC® monetary commitment.
- Help you begin to PLAN by discussing your financial goals and dreams.

Step 4
Schedule your Technology Integration Call with Sarah Dickey, our Director of Operations and Client Communications
- Online Profile Creation and Log-In
- Virtual tour of our digital suite of tools

Step 5
Introduction Call with your EPPIC® Client Concierge, Heather Collins
- Coaches you through each step.
- Holds you and the team accountable for outstanding tasks needed to complete your EPPIC® financial plan.