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eMoney:
Software Made For
Smarter Investing Discussions

Spreadsheets, numbers and projections serve a purpose. But they fall short of telling your wealth’s full story.

Not only do we feel eMoney changes the game for caring for your future — it changes conversations that help uncover deeper areas of importance.

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“How can I reduce taxes while maximizing my portfolio’s growth potential?”

“Will I be able to afford long-term care if I withdraw an extra $50,000 a year?”

“What happens to my plan if I wait another three years to sell my business?”

“What would happen if I sold my house and moved closer to my children?”

“How can I use my inheritance to generate enough income so I can retire early?”

“What’s the best way for me to start over financially?” or “How can I make the most of my new beginning?”

We Use eMoney To Understand…

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Where You Stand

now because of the work and compromises you’ve made to arrive where you are today.

Your Future Possibilities,

like buying a rental home, traveling internationally every year or simply having enough monthly income during retirement.

Your Best Path Forward

based real-time projections and how changes to your plan might affect its long-term viability.

Helpful Calculators

A Pillar of Planning

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eMoney shows best and worst-case scenarios that helps enable us to plan for every contingency:

• Market downturns right before you retire
• Timing of monetary gifts to loved ones
• Upticks in real estate values
• Cash flow refinements and their effect on your overall financial snapshot

 

All of this helps you feel:

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IMPORTANT: The projections or other information generated by eMoney regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.   Based on accepted statistical methods, eMoney uses a mathematical process used to implement complex statistical methods that chart the probability of certain financial outcomes at certain times in the future. This charting is accomplished by generating hundreds of possible economic scenarios that could affect the performance of your investments. Using Monte Carlo simulation this report uses up to 1000 scenarios to determine the probability of outcomes resulting from the asset allocation choices and underlying assumptions regarding rates of return and volatility of certain asset classes. Some of these scenarios will assume very favorable financial market returns, consistent with some of the best periods in investing history for investors. Some scenarios will conform to the worst periods in investing history. Most scenarios will fall somewhere in between.

What Questions Can eMoney Answer?

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Let’s Find Out