Our belief is that if you don't have a written financial plan then your emotions drive your investing behavior.
Our emotions make us have unreasonable fears, and then our emotions change our state of mind. You start thinking to yourself, “I am going to be broke,” “I can’t take my vacation that I’ve had planned.” Emotions that turn into fears make us change our risk tolerance and subsequently change our long term investment decisions to short term knee jerk reactions.
That is why be believe so strongly in a financial plan that is customized specifically for you. Furthermore, the investment vehicles in your portfolio are utilized because they fit your goals, objectives and needs as defined by your financial plan. It is imperative that you have a strong understanding of your financial plan, knowing this will allow you to whether the fear storm.
Why is it important to have a financial plan? Watch a short video to see the importance or click here to download our free guide & wealth management process. Take Control of Your Financial World
Getting Started With Your Personal Financial Website
Answers to frequently asked questions about the Client Portal.
Setting Up Account Connections
Step by step process of setting up Account Connections so you can see an updated picture of your accounts in real time.
Mobile Client Website Guide
A guide on how to get started setting up a mobile Client Site
Download the security information of eMoney. You can also click on the link below to watch a video explanation of eMoney's security.
Vault Overview & Checklist
Upload your important documents to the Vault and see the value of keeping documents organized, accessible, and secure via the Vault. Click Here to learn about The Vault