Learn how to use eMoney to build financial behaviors and reminders to support achieving your financial goals.  

Sterling Edge Financial Financial Planning clients receive access to eMoney, a secure online platform to organize all of your finances, track progress toward financial goals and share information securely with your advisor.

Learn how to:

• Add information and accounts to eMoney that will help you see your entire financial picture in one place
• Add documents and upload documents to the Vault
• Find Financial Financial Planning reports and summaries
• Track progress toward Specific Financial Goals
• Set reminders and alerts