Strategy Call
Schedule your Elite Physician Strategy Call.
A confidential introductory conversation to review your planning priorities, the decisions currently in front of you, and whether a coordinated planning relationship makes sense.
What to expect
- A confidential conversation about your goals and current planning concerns.
- A review of the decisions in motion across tax, retirement, investments, practice, and legacy.
- A clear description of how our process works and what a next step would involve.
What this call is not
- It is not a product presentation or a sales pitch.
- It is not individualized tax, legal, or investment advice.
- It does not create an advisory relationship or obligate you to move forward.
Recommended preparation
Please do not send statements, tax returns, or account numbers before the call.
- A general sense of your income sources and savings rate.
- Awareness of which retirement plans and benefits you participate in.
- Any decisions with an upcoming deadline.
- Your top two or three planning questions.
Call Gabi to schedule your appointment.
Gabi manages Michael A. Epps’s calendar. She will book your strategy call and confirm the time and place with you, because he works from more than one office. The call is a confidential conversation about your goals, current planning concerns and next steps — not a product presentation.
Call 301-259-1636Or choose a time online.
Pick a time below and our office will schedule your meeting on Michael A. Epps’s calendar and confirm it with you.
If the calendar does not load, or you would rather not book a slot yet, the form below reaches the same inbox.
Or send a message instead.
If you would rather describe your situation first, send this and the practice will reply to arrange a time.
- Office
- 301-259-1636
- Hours
- Monday–Friday, 9:00 AM–5:00 PM
Please do not include sensitive personal, medical, tax, legal, or account information (Social Security numbers, account numbers, or health details) in this form.
By submitting this form, you agree that Fiscal Vision Financial may contact you about your inquiry. Consent is not a condition of purchasing services. Messaging and data rates may apply if text messaging is enabled. Please do not submit sensitive personal, medical, tax, legal, or account information through this form.