Unlocking Financial Planning Success with eMoney Plus

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Unlocking Financial Planning Success with eMoney Plus

Efficient Financial Planning

eMoney Plus offers an intuitive and streamlined financial planning solution that enables advisors to build simple yet effective financial plans in minutes. By leveraging key data inputs and the user-friendly design of the goals-based planning tool, advisors can efficiently create customized plans tailored to each client's specific financial goals and needs.

Goal-Oriented Client Support

With eMoney Plus, advisors can support goal-focused clients in reaching their financial objectives, whether it's saving for retirement, funding education, managing spending, or other milestones. By utilizing the financial planning tools integrated into the platform, advisors can provide comprehensive guidance and strategies to help clients achieve their financial targets effectively.

Interactive Planning Experience

eMoney Plus offers a differentiated planning experience by showcasing side-by-side scenarios and offering goal tracking tools that engage clients actively in the financial planning process. This interactive approach not only keeps clients involved and motivated but also increases client retention rates by providing them with a personalized and engaging financial planning experience.

Enhanced Client Relationships

By leveraging eMoney's comprehensive financial planning platform, advisors can build stronger and more personalized relationships with their clients. The client portal feature allows clients to access their unique plans and goals, fostering transparency and trust. Additionally, advisors can deliver custom reports that drive individualized conversations and align their services more closely with client needs, leading to more valuable and meaningful interactions.

Support and Services

eMoney provides robust support and services to ensure advisors maximize the benefits of the platform. From onboarding and training to ongoing client support, advisors have access to eMoney experts who can guide them through mastering the platform and addressing any questions or concerns. Professional services, including data entry, plan development, and consultative services, are also available to enhance the advisor's experience and efficiency in using eMoney Plus.

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Empowering Financial Advisors and Clients with eMoney's Comprehensive Planning Solutions

Introduction to Beyond Your Hammock

Beyond Your Hammock, a fee-only financial planning and investment management firm based in Boston, MA, saw a remarkable 6x growth in Assets Under Management (AUM) in just four years, thanks to leveraging eMoney's innovative solutions. Eric Roberge, the firm's founder, aimed to provide a holistic approach to financial planning, catering to busy professionals by addressing current cash flow concerns, setting realistic goals, and fostering responsible investment behaviors for the future.

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Comprehensive California Applicant Privacy Disclosures by eMoney Advisor

Collection and Use of Applicant Personal Information

eMoney Advisor, LLC. and its affiliates provide detailed California Applicant Privacy Disclosures to inform California residents applying for roles at the company about their practices regarding the collection, use, sharing, and retention of personal information through the job application process. The company ensures compliance with state, federal labor, employment, and equal employment opportunity laws while handling Applicant Personal Information. This information includes personal identifiers, information described in Section 1798.80, characteristics of protected classifications, internet activity, geolocation data, sensory information, professional or employment-related information, non-public education information, inferences drawn from the collected data, and sensitive personal information such as national identification numbers and medical conditions. The data is used for various purposes including maintaining application records, communicating with applicants, confirming eligibility and qualifications, conducting background checks, and complying with laws and regulations.

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Empowering Financial Advisors with eMoney Advisor Solutions

Embracing Collaboration with eMoney

eMoney Advisor provides cutting-edge solutions that empower financial advisors to collaborate effectively with their clients and teams. By leveraging eMoney's advanced technology and tools, advisors can streamline their workflows and enhance client engagement. The platform allows advisors to create comprehensive financial plans, conduct real-time scenario analysis, and track progress towards financial goals. With eMoney, advisors can cultivate strong relationships with clients by providing personalized and data-driven financial advice.

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Enhancing Financial Planning and Revenue Growth with eMoney Advisor

Robust Financial Planning Support

Vincere Wealth, a fee-only financial planning firm, was able to leverage the robust planning capabilities of eMoney to provide holistic financial planning solutions to clients. By switching to eMoney in 2019, the firm saw significant success in conducting intricate planning that was not possible with their previous software. The advisors at Vincere appreciate how granular their analyses can get using eMoney, allowing them to provide detailed and comprehensive financial plans to their clients.

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Empowering Comprehensive Financial Planning with eMoney Premier

Comprehensive Planning for All Clients

eMoney Premier offers a dynamic solution for financial advisors to plan for clients of any financial situation. By providing goals-based and cash flow-based financial planning tools, advisors can create plans that cater to the unique needs of each client. Whether it's a basic plan based on specific goals or a complex plan addressing intricate financial scenarios, eMoney Premier equips advisors to support clients at any stage of their financial journey.

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