eMoney

eMoney is our primary financial planning and data aggregation tool and provides you with one location to organize your financial life. With eMoney, you have safe and secure access to your own personal financial website. This Vault Checklist is a great place to start as you begin to upload items into your personal eMoney site.

This video, Life in a Box, explains a bit more about how eMoney helps you organize and track everything within your website.

eMoney goes beyond typical security protocols to keep your information safe and secure. They use password protection and two-factor authentication, advanced encryption, next generation firewalls, as well as many other layers to ensure your data stays secure. Check out this video to see more about the security procedures: Safe & Secure

We're here to help you get your site up and running, and would love to schedule time with you to work side-by-side. Reach out to Jess by email or phone to schedule your personal eMoney meeting.

You'll access your eMoney by clicking on the eMoney box on our homepage, or also by following this link.