Cash Flow and Budgeting
Using eMoney's live account linking ability, we are able to monitor and categorize clients' spending data.
Creating a Financial Plan
We then Create predictable future projections given what they are doing now, as well as how certain changes will affect their future goals.
Success with the right Tools
Our eMoney tool will provide real time and easy access to all of your financial accounts showing the affects towards your budget after each purchase.