How It Works

Becoming Financially EPIC

How It Works

Learn more about how we work and how you can become Financially EPIC! 

Our objective is to support you along the way as you develop the financial literacy and flexibility to achieve your goals.

Begin By Building a

Strong Financial Foundation

Get on the path for secure financial success! 

The best way to build a strong financial foundation is to start where you are.

First, assess your current situation and what you desire to achieve. After identifying which phase best reflects your circumstances, we will support you with the tools and resources necessary to grow your financial capacity at each stage.

As you begin to work your way through these phases, you will select the benefits you desire to add to your overall portfolio.

As you build proficiency at each stage, you will optimize your strategy and diversify your capacity to protect and grow long-term wealth.

5 Phases To

Establishing Secure Financial Success

Phase 1

Get out of debt and establish cash reserves

Phase 2

Increase your personal and business cash flow

Phase 3

Achieve short and mid-term financial goals, like home ownership

Phase 4

Build wealth with rental property, and fund college, health care, and retirement

Phase 5

Implement advanced investing strategies to continue growing and protecting your wealth

CONTACT US NOW TO START ON YOUR JOURNEY TO SUCCESS

Get Started Today

CONTACT US
How It Works

With Financially EPIC

Financially EPIC connects you with powerful tools and step-by-step support on your journey to financial success! 

Step 1: Design Your Vision

Gain clarity on what you really want and what steps to take to achieve your dreams.

We will strategize with you in your initial consultation and beyond to continually refine your vision and take concrete action towards your goals.

You will:

  • Develop your Vision
  • Establish your Mission
  • Execute your Business, Strategic and Marketing Plans
Step 2: Take Action

Start your education and implement the concepts and strategies to enhance your personal finances.

We will consult with you to develop an educational path that addresses your goals within an appropriate timeline. 

  • Educational Progress Planner
  • Establish Target Actions
  • Begin Implementing Strategies 
Step 3: Accountability

Build strong habits while staying the course to achieve your goals. 

We will work with you to develop a solid foundation while maintaining personal responsibility and accountability.

  • Set Achievable Goals
  • Assess Challenges
  • Self- Analysis Tracker
Step 4: Gain Support

Gain support and clarity through your journey with coaching, community and trainings. 

There are daily and weekly training sessions available to make sure your questions are answered and you are staying on track with your goals.

  • Weekly Coaching Webinar
  • Weekly Study Group Webinar
  • Daily Personal Development Training
Step 5: Build Resources

Access valuable tools and resources to take you to the next level!

We will introduce you to helpful tools and systems to maximize your potential and expand your reach as you grow your capacity. 

  • Property iOS
  • Customized CRM System
  • Professional resources and contacts 
DETERMINE YOUR PHASE TO START ON YOUR JOURNEY TO SUCCESS

Get Started Today!

CONTACT US