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Financial Planning Experience Phase One

What is Financial Planning?

What is Financial Planning?

Financial planning is the organization of resources to support your life goals, aspirations and needs.  Taking into account the many factors that can influence, shape and impact our desired outcomes.   

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<strong>Phase One Objectives</strong>

Phase One Objectives

The purpose of page is to get organized.  Collect and organize all of your financial information in one location to build, manage and execute your financial plan today and into the future.  It is common to have financial documents, investments, bank accounts, insurance policies and legal documents in several places unorganized or not in a place to be part of a process. 

To get started we will take time and make time to pull together your current financial standing.  Start building a picture of where you are at financially and further define what you want to accomplish in the next year, five years and beyond.  Personally, professionally, emotionally and financially.  


Access to Personal Financial Management Platform & Online portal 

Account for all fixed expenses

Established Personal Financial Reminders

Provided majority of requested financial documents 

Completed a meeting with all financial stakeholders 

Action Items to complete 

Provide digital copy of requested documents (see right) 

Start budget 

Connect bank accounts

Connect/add all investment accounts

Connect/add all insurance policies 

Connect/add all loans and liabilities 

Add current employee benefits 

Add personal assets (home, car, art,etc.) 

Financial organization and process to see current financial standing in real time.  

Let's Get Started - Client Onboarding
<strong>Information Required for Phase One</strong>

Information Required for Phase One

The following information will be needed to support 

Please share the following documents

Share the information requested below in your client profile or upload documents to your Emoney Vault

Copy of your budget (if you have one)

Recent pay statement(s)

Retirement & investment account statements

(401(k)s, 403(b)s, IRA, ROTH IRA, brokerage

Insurance policies (Life, DI, Health) 

Employee benefits

Loan statements (personal, student, auto, mortgage) 

Property taxes

Prior year tax returns

Driver's license 

Copy of a voided check (to bill your financial plan)

Estate planning documents

Any documents not listed that impact your finances

** It's ok if you don't have all of this information handy. Just complete and share what you can to get started.  We will fill in and collect what is needed as we go through the financial planning process* 

Connect all banking, credit card and investment accounts to Emoney.

Click Here to Access Emoney

Additional Instructions for E-Money

Vault - How to Add Documents

Organizer - How to Add Information 

Budgeting and Spending Guide

Accounts - How to Add Accounts 

Secure Client Intake Form