Epple Financial Advisors (EFA) provides comprehensive, Fee-Only financial planning and ongoing wealth management services for families, business owners and dentists who are looking to delegate some level of responsibility for managing their financial affairs. These people recognize they don’t have the requisite skill set to effectively manage their finances and investments, or they are simply choosing to delegate this task to a trusted advisor.
Every relationship begins with discovery: We discover where you are today and where you would like to be in the future. You discover if we are a good fit for you and what it is like to work with us.
The SMART Decision Process makes discovery possible by providing a complimentary, one-to-one SMART Starter Session. We work with you during the session to discover your current situation, explore your best opportunities and identify the best strategies and tools to help you achieve your goals.
After your complimentary Starter Session, you will be able to decide if there is value in going forward.