Welcome! Thank you for visiting EPM Financial. We are excited that you've found us and have interest in our services. You’re most likely here for a reason... You may know that you need to get started, but are unsure of where to begin. Perhaps, your situation has become more complex and you feel the need to seek professional advice. You may have even been referred to us by a friend, family member or colleague based upon their positive experience. Whatever the reason may be, one thing that we’re sure of is that managing personal finances can not only be really time consuming; it can be tough. When it comes to your financial wellbeing, we believe that there are three key areas to focus: Providing financial education to your comfort level, creating a well defined plan based upon your story, and then focusing on our long term relationship so that we may serve as a ballast for you through difficult times. As your personal CFO, we want ensure you have the mental fortitude and comfort to stick with the plan that was put in place for you.
We know how hard you’ve worked to get to where you are today. We’d love for you to get back to spending your precious time on the things that matter most to you. Family. Friends. Church. Hobbies. We’re sure your list goes on and on. There are so many other things that you could be doing with your free time. Wouldn't it be great to take one HUGE thing off your plate? When it comes to your finances, let us help with the heavy lifting so you can get back to enjoying YOUR LIFE….
I mean, we are in, “The City Between the Lakes”, right?