eMoney is intended for informational purposes only and is not intended to replace official account statements from the sponsor or custodian. As always, you should refer to your official account statements to compile a complete and accurate inventory of your accounts. You are also strongly encouraged to review your official account statements and compare them against the values and other information contained on your eMoney website. In the case of any discrepancy, you should rely on your official account statements as the most accurate source of information. Questions regarding any account listed should be directed to the customer contact information identified on the official account statement. Assets may not be covered by SIPC.
Investment Portfolio Deep Dive & Risk Tolerance Update
Cash Flow & New Worth Review
Personal Financial Website Update (eMoney)
Social Security & Pension Strategies
Fall Service Outline
Insurance Policy Review
Estate Planning & Beneficiary Review
Employee Benefits
Define Your Current Situation and Establish Financial Goals: First, we want to ensure that we have a clear understanding of your current financial situation. Then, we will conduct a robust goal development discussion to determine what is most important to you. We will prioritize your goals, while also addressing your objectives and concerns.
Discuss Preliminary Findings: Next, we will share our findings based on our initial analysis. We will highlight areas of concern and opportunity and collaborate to develop “what if” scenarios, as well as refine data in preparation for our comprehensive analysis and plan development.
Plan Review and Strategy Discussion: Then, we will review our custom recommendations and strategies, answer questions and develop a timeline and action plan for implementation. Our Road Map will lay out a specific, time sensitive path for achieving your financial goals, while mitigating risks and addressing concerns.
Implementation and Monitoring: Finally, we will be with you every step of the way as we put your action plan into motion. We will act on recommendations according to the predetermined timeline and determine the most appropriate monitoring strategy to evaluate your progress and adjust for changes in circumstances over time.
