eMoney is our foundational planning tool. In our opinion, it is the most comprehensive and sophisticated financial planning software on the market. We use its comprehensive data aggregation technology to capture all of your accounts in one secure place. This eliminates the need for clients to send us updated copies of statements for accounts we do not directly oversee. Account values and positions update daily so we are always looking at the most recent data, which helps ensure accuracy in projections.

eMoney is where we enter everything from 401(k) contributions and matching, to Social Security, pensions and even real estate. Because the system is cash-flow based, we can accurately model your current cash flow and tax situation and project it. We can also apply “what-if” scenarios with a click of the mouse in order to illustrate future impact to potential changes. 

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