Planning

Our team uses a top-down approach to develop your plan. We scrutinize your situation regularly, examining your plan to uncover any potential obstacles that would prevent you from pursuing the future you envision.

To help organize, evaluate, and simplify everything for you, we use eMoney Wealth Manger from eMoney Advisor. Wealth Manager allows us to aggregate all your accounts to see your full financial picture. This platform allows you to download data from your investment company, your banks, and much more, so you know exactly what’s going on. eMoney Wealth Manger also organizes all your financial information in a vault—including your tax returns, will, and power of attorney. You can access it anytime you want from anywhere, e.g., will, tax returns, power of attorney.

eMoney Wealth Manger also helps us interpret data and monitor progress daily, so we have the most up to date information to help you make decisions with.