EMoney Advisor: Our Holistic Planning Tool
EMoney Advisor - Our Holistic Planning Tool
We believe that the best financial plan is a comprehensive financial plan that looks at all aspects of your life. This is the Holistic Planning model that we embrace and have been doing with our clients for many years.
EMoney Advisor is a software program that allows you, our client partner, access to your finanical data 24/7. You may add your financial data that we don't manage into the program for a consolidated view of your financial life. The software is continually updated and current if there is a link between the software and the financial company. (More companies are being added to this platform each day.)
Wouldn't it be a time saver for you to have only one place to look to find out the balance and activity of your financial accounts? Wouldn't it be convenient for you to have an icon on your smart phone to check your own secure EMoney website whenever you desire?
Please see below for how to create your own client website with Weyers McKeever Financial Partners and EMoney Advisors. We will walk through each step to set this up with you, just as we do with your financial life.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.