Explore our planning tools
Our tools are designed to get you thinking about your goals and develop a plan with an advisor.
Emoney
Emoney is your personal website and digital solution to organizing and simplifying your financial life in one secure location, accessible virtually anytime, anywhere. It’s an interactive experience where you can share financial information, define your goals and work with your financial advisor to develop strategies to meet those goals.
Emoney allows you to:
- Establish budgets and monitor spending
- Stay current on credit card activity
- Determine and monitor your net worth
- Establish alerts regarding changes to your financial life
- Utilize interactive workshops and goal-setting functionality
- Upload important financial documents to a secure Vault
Holistiplan
Holistiplan is a new tool that we are excited to share with our clients. While we cannot provide tax advice, Holistiplan allows us to analyze your tax returns to identify potential strategies, savings opportunities, and risk areas, ultimately enhancing your overall financial plan.
Holistiplan allows us to:
- Identifies tax-saving opportunities and red flags
- Generates customized tax reports and planning recommendations
- Provides year-over-year tax comparisons