Using Award-Winning Financial Planning Technology
eMoney offers their clients a real-time, on-demand financial experience. Clients also get access to financial goal tracking, unlimited document storage,mobile web access, and more. Along with eMoney, we can help you gain control over all the moving parts in your financial life.
Getting Financially Organized:
- Locating all of your financial accounts and connecting them to your secure client portal
- Gathering and documenting the details of your insurance policies
- Collecting the info on your employer benefits (i.e. 401k, health benefits, disability), and more!
See Awards here.