Enhancing our Clients’ Experience with eMoney

April 17, 2013

We are pleased to announce a valuable enhancement to our practice that brings our financial planning process straight to your computer or mobile device. We have partnered with eMoney to connect you with an interactive financial planning website that will allow you to track your entire financial picture using one convenient and easy-to-use tool. eMoney also integrates your financial information with our financial planning software so that the “Retirement Income Analysis” that our client’s are familiar with can be updated continuously.

We hope this complimentary service will be of great value to our clients. Please take a moment to watch the introductory video and let us know what you think.

Call us to schedule a meeting or phone call if you would like our assistance in setting up your personal access.