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.
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)
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.
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)
Loan statements (personal, student, auto, mortgage)
Prior year tax returns
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