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.
  

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

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.
  

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

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.