Schedule your call with our Technology Liaison Staying informed about your financial health is an essential habit toBe More Healthy, Wealthy and Wise™ and aids in continuously applyingThe EPPIC Method® of Evaluate, Plan, Protect, Invest and Coach. Jesica Greene Technology Liaison Jesica continues our concierge level of service by introducing you to our technology suite of tools. Whether you are a new client or have been with us since 1998, during your technology on boarding call, Jesica will assist you with: Logging in Navigating the software Trouble shooting Knowing how to easily access our technology in the future from your computer, tablet or phone When scheduling a technology conference call, please: Set aside 30 minutes.Make sure to be in front of your computer or tablet.You many need to have your user ID's and passwords handy if you will be integrating your checking and savings accounts, employer retirement plans, college savings plans, mortgages, loans etc. into our financial planning software.This may not apply for everyone.Sit back, relax and have an EPPIC® on-boarding experience! Schedule a Call with Jesica!