Individual Financial Planning (EPIC)

Your Wallet’s New Favorite Subscription

Gain unlimited access to sales-free Financial Planners who can help you live a more balanced, fulfilling life, inside and outside of work. Whether you’re just at the start of your career or heading towards retirement, Francis Financial Planners are here to provide answers to all of your money questions and be a trusted source of support for you and your loved ones.

How Does It Work?

By paying just $31.75/month, you gain access to Francis Financial Planners and can meet with them as often as you’d like. No asset-based fees, no hidden fees – just a monthly subscription that supports your financial growth, not hinders it.

Get Started Today

Step 1: Download the Francis LLC Mobile App in the Google Play or Apple Store OR scan the QR code below.

 

 

Step 2: Create an account and enter “Epic Systems” as your Employer.

Step 3: Complete the Subscription Agreement.

Step 4: Schedule your first meeting with a Francis Financial Planner right in the mobile app.

What is Financial Planning?

Financial Planning helps you understand your current financial situation, identify money priorities, and create a personalized strategy that may include budgeting, saving, investing, and tax planning. At Francis, our Financial Planners work alongside you to simplify complex topics and help you take confident steps toward financial well-being, all within a confidential and judgment-free environment, with no hidden sales angles.

Have questions? Call our office at 866-232-6457. Click here to view our Service Team Disclosure.