EPIC PLANNING LLC

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1st Appointment with Epic Planning
Please bring following 1.Copy of current pay stub copy 2. TSP statement 3. SS statement 4. Desired Retirement Date 5. Information on any outside assets you want included in retirement income projection 6. Monthly Budget worksheet 7. Spouses welcome
Ongoing Financial Planning - [Office]
Please bring following 1.Copy of current pay stub copy 2. TSP statement 3. SS statement 4. Desired Retirement Date 5. Information on any outside assets you want included in retirement income projection 6. Monthly Budget worksheet 7. Spouses welcome
Ongoing Financial Planning Via Zoom [ VIDEO ]
This appointment is to review your financials and retirement goals by video conference. Any other professional or financial changes from the last appointment can also be addressed at this time.