Your eMoney Client Portal is a great tool that is the engine behind our planning process. From establishing goals to an easy-to-access Net Worth statement, we think you will see that the functionality is intuitive. The more complete the information, the better the models we can develop. Whether we are estimating income from a real estate portfolio, modeling the sale of a business, or creating a savings plan for retirement, this tool is robust. Once the basic plan is in place, we can create any number of “what if” scenarios to stress-test your plan.
We will be using the Vault section of eMoney to securely send you information, like your 1099s or Annual Reviews. You can also use that tool to store important documents like your Will or Trust, Medical Powers of Attorney, Powers of Attorney, etc. We would encourage you to store documents for aging loved ones or minor children as well.
You are welcome to reach out to us and schedule a tutorial either in person or over the phone.