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Access to our SmartTech™ powered by eMoney
– 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.
Learn More
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.
Money-Back Guarantee*
*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.
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– 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!
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