Access to our SmartTech™ powered by eMoney
– Unlimited email access to our team of CFP® Financial Coaches
– Set up and track budget
– Track net worth and investment accounts
– Save important documents in the Vault
– Run Retirement, Life, College, and Asset Allocation calculations in Workshop
Receive instructions videos from our CFP® Financial Coaches.Available as a Stand-Alone Product. Upload Your Corporate Documents.
*This offer starts from the moment payment is taken and will extend for thirty days after the payment is made. All refunds will be processed within 2-3 business days after request.
– Meet with your CFP® Financial Coach to get access to our SmartTech™ online platform powered by eMoney
– Assistance in gathering your financial data and linking your accounts
– Personal modeling and recommendations on Retirement, Cash Flow, Insurance, Taxes, Estate Planning, etc.
– Three initial meetings and then ongoing quarterly meetings
– Direct email access to your personal CFP® Financial Coach
– Digitally based estate planning and trust services from Wealth.com includes last will & testament, revocable trust & pourover will, guardianship nomination, advance health care directive and more! Download PDF
Are you anxious about your financial situation? Worried about retirement?
When did you last do a financial check-up?
A FINRA Foundation study found that two-thirds of Americans would fail a basic financial literacy test.
In the struggle for financial progress, our emotions can run hot and high.
So much to know.
So many decisions. And patience runs thin amid data exhaustion.
But you can relax.
Your employer can give you direct access to an unbiased, non-selling CERTIFIED FINANCIAL PLANNER™ professional—your personal financial coach—to build knowledge and confidence around your finances with a comprehensive financial plan tailored to your goals.
Track Your Entire Net-Worth in Real Time with SmartTech™
Call us at 760.340.4277 or email us at email@example.com
Or fill out the form to the right and we will reply within 24 hours.