Comprehensive Financial Planning

TAKE CARE OF YOUR EVOLVING NEEDS & GOALS
Our comprehensive financial planning will take the stress away from planning and pursuing goals. With this holistic plan, you can spend more time with friends and family knowing your finances are taken care of.

Our Personalized Process
Our personalized process looks at your goals and determines a plan that fosters independence for you, confidence for your family and more time with your loved ones.
YOUR PLAN WILL...
Evaluate Estate Plan
We'll review estate and tax plan to maximize estate preservation. Review current asset protection plan to preserve estate in the event of premature death, disability, health care need or liability event. Evaluate alternative strategies that may help reduce or eliminate estate taxes.

Access To Advanced Financial Planning Software
Don't Forget! Your comprehensive financial plan will include the most comprehensive planning softwares for clients and advisors. E-money's software includes:
- Tracking of all accounts in one place including checking, mortgages, investments etc.
- Simulations with immediate feedback that help understand financial impact of decisions.
- Live updates on balances and asset allocation
- Personal data vault where you can store as many documents.
- Information sharing between clients and advisors for easy review meetings.
- What-If scenarios to understand current picture and model future.