The EPS Process

At LifeMap Wealth Management, we take a three-part approach to financial freedom that incorporates a commitment to education, lifelong planning and personalized solutions.

Education: Enhancing your knowledge of the seven distinct aspects of your financial plan – investments, retirement cash flow, estate planning, taxes, education funding, charitable giving and protection – by explaining how each can help you pursue your goals.

Planning: Designing a strategy that guides and supports you through life’s milestones, monitoring and celebrating your achievements along the way. Our comprehensive planning process helps you understand how to work toward the life you have envisioned.

Solutions: By listening to your ideas and working together, we will strive to create long-term solutions, utilizing our Financial Report Card process to keep you on track with your overall financial plan. Our goal is to help you feel confident about your financial future.