What they're saying about us:

Andrea Ferguson
Owner, 3:20 Designs

"I came to you for financial guidance - the practical - retirement, life insurance, typical financial applications; what I got was so much more than that. I got a mindset change in the process. I was able to see money for more than just dollars and cents - the character of it - my character through it – really, the whole psychology of money. You have done so much more than I expected that I have started telling people that you are my "Wealth Coach." During our first appointment I knew you have my best interests at heart. It is not just a plan; it is about true wealth. I was pleasantly surprised at how much time you took to educate me. You have a message and it overflows. Every time we talk the message always come through. It is really inspiriting. You are not typical. Every industry has a stereotype and you broke though for me."

Tarik Rodgers
Owner/VP, Skin Specialists Dermatology

What I love the most about working with Kasandra is that I never felt she was trying to sell me something. I was amazed at the amount of time she was willing to spend with me to make sure we were comfortable with the concepts that Epiphany Financial is teaching. She really wants to know you as a person first, and then uses her expertise to help you reach your goals. Epiphany Financial's business planning has helped with my personal finances and I am happy to see how well we are building towards both our business and personal spending goals.

Carl H. Kleimann
CEO, Odyssey OneSource

"After learning about and starting my own Private Reserve System, I can't understand why this financial tool is such a well kept secret. I wish that I had learned of this simple yet powerful system 20 years ago. Frankly, had this idea been presented to me by someone that I did not already know and trust, I may not have taken the time to consider it. For those of you that do not know Kasandra, you will thoroughly enjoy working with her. She is as passionate about the financial well being of others as anyone that I have ever met. Thanks to her, I now have a very tax efficient strategy for saving and leveraging my capital, and as an added bonus, I have enough life insurance to ensure my family's security."

Dr. Raymund King
The Law Offices of Raymund C. King, MD, JD, PLLC

"I believe that Kasandra Vitacca and Mary Lyons have been called to guide others in the confusing world of financial planning and insurance. If you are looking for straightforward and candid advice from individuals with integrity – both personally and professionally – I strongly recommend Kasandra and Mary. They're the best!"

Lorie Burch
Wills & Trust Attorney, Law Office of Lorie. L. Burch, PC.

"The biggest draw for me to work with Kasandra is that I have unique needs as a business owner and I am young and I want to build. After speaking to Kasandra, I liked the idea that I have more flexibility. I can plan and prepare for the future but I can meet my needs now as well. Kasandra really listened to me and what my needs and concerns are and she took the time to be very thorough. And let's face it, her credentials speak for themselves. Kasandra has the ability and the experience. I feel like my very specific, customized needs and wants have been met. It's not cookie cutter. Kasandra took my dreams and desires and built around me."

Ray LaDieu
CFP, ChFC, Vice President, a national bank

The joy of working with Kasandra is her strong faith and her heart for the welfare of others. I have been involved in the financial services industry for 15 years and, until I met her, I had never heard of such a system as Capital Recapture. I have since been exposed to the power of this dynamic, yet simple, tool and look forward to the benefits it will provide me and my family for generations to come. Thankfully it is never too late to start, though I would love to have gotten started 20 years ago. Thanks for all you do Kasandra.

Kristin Ferrell
Owner, Dessert Junky

I've always been the type of person who saves money whenever I can. When Kasandra introduced me to the concept of capital recapture, I was interested and wanted to learn more. Both my husband and I read the book Kasandra recommended and decided it was the perfect time in our lives to start an economic plan for our future. Kasandra and her team helped us come up with a plan that would help us pay for our wedding, put a down payment on a new house, and plan for our retirement. Thanks to them, my husband and I feel like we've been very fortunate to start our lives together with a very strong economic foundation and one that will securely grow in the future.

Kathleen Tinney-Turton
Attorney and Counselor at Law

Since meeting and working with Kasandra, I have been impressed with her passion, knowledge, and commitment to both her craft and her clientele. As a client, you immediately become part of her family, and she always takes the time to check in with you and readily answers any questions you may have. It is clear that she has a wealth of knowledge about financial services and private reserve systems, and it is a blessing to have her in my corner!


"I have been working with the Personal Economics Group for about a year and I cannot say enough good things about them. Kasandra and Mary did a wonderful job of explaining how to 'be my own banker' and took the time to fully review several different scenarios. At the beginning of this year, I have started to be my own banker and as a result, have been able to reduce my debt by approximately $50,000 but more importantly, lay a foundation for security into the future. The concept is new to me and it tested my historical knowledge but in the end, by listening to the facts and challenging my instincts, I have been able to increase my net worth and 'become my own banker'."

Patrick Dougher
Business Coach, Speaker, Author, Radio and TV Host, Doer Success Systems

Kasandra, It has been such a blessing working with you. I knew I was with the right person as soon as we sat down to discuss your program. My wife quickly got on board and we were looking for ways to work with you. You brought in the most professional help to point us in the right direction and we will always be thankful for your service. I look forward to working with you for years to come. I believe that anyone needing help with life planning and long term decisions with money should hire you immediately! Thank you Kasandra, working with you is always good.

Anne "Kip" Watson,
Therapist & Sports Psychology Professional

"Coming off a divorce where I only worked part-time, I had no income whatsoever. As I tried to build a part time business into a full time business, following the strategies you teach allowed me to do that. I listened to what you said and did what you said. I made tough choices. I curtailed luxuries and downsized so I could stay present with my kids, build my business and remain financially viable…and now I am growing. I don't have much but what I do have is a good credit rating and a healthy savings that forever compounds."

Teresa Otten
Ambit Energy Independent Consultant

I have thoroughly enjoyed working with Kasandra. She is an amazing person and her energy and love for life and God shows in her work ethic. She has made a tremendous impact in my financial planning and goals and I highly recommend everyone visit with her regarding your own financial future.

Ryan Colarossi
Franchisee, The Egg & I Restaurants

“When Kasandra and her team came to my home for the first time and educated me on the financial freedom that is available to me, ideas and strategies that I did not know about, I was eager to learn more. What convinced me to work with Epiphany Financial was that you took the time to guide me through a process. You are a master of your craft! Don’t just be good at what you do, be great at what you do! When I think of Kasandra I think of someone who is a master of her craft in financial strategy. You give me your attention and your time and you don’t have to do that. You don’t have to work that hard for money and yet you do. You genuinely choose to help people. I would be pretty well off if we had not met, but then you came in and made it a lot better. You took me to a higher tier that I did not realize I was capable of reaching. You chose to give me that gift and it is precious and it is incredibly rare. The pointe of difference that you offer, is that you truly care about the Colarossi family first.”

This personal finance website was built for you on your path to achieving financial freedom. We're not a personal investment advisor. We are your personal wealth coach.