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
Wealth.com, in association with My Financial Coach, allows you to create state-specific digital estate planning documents that determine how your assets will pass to your loved ones and designate key decision-makers. This is a $4,500 to $7,000 value that is included in the price of planning.
Estate planning and trust services include:
After completion, get complimentary printed copies of your estate plan documents mailed directly to you. The pages include a QR code feature that allows for easy and quick access to digital copies of your documents. You can also choose to grant trusted individuals emergency access to your digital platform should the need arise. You also have the option to consult directly with an attorney for 30 mins at a pre negotiated cost.