Addressing Your Financial Needs
What is important to you? Retirement? Your children's education? Travel? A key element of LifeSync® process is the eMoney Advisor, an industry leading planning tool. eMoney helps you see and think about your money in more deliberate ways. It can help you track progress towards the goals and objectives you really want to accomplish over time.
As your life evolves and changes, I will provide you with the support and guidance you need. The eMoney tool also aligns with your changing needs with two types of planning options:
Foundational for more general planning needs and
Advanced for complex planning.
Foundational Planning
Helps address questions such as:
- Can I fully fund my children's college education?
- Can I buy a vacation home?
- Am I prepared for market volatility?
- Am I on track to reach my retirement goals?
- How might home improvements costs affect my plan?
Advanced Planning
Helps address questions such as:
- What is the potential impact to my plan to pay for a large expense with cash vs. financing?
- How can I preserve my assets for my family?
- Can you help me articulate my wishes for my estate?