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eMoney Planning

Your entire financial life organized, visualized, and optimized

eMoney Planning

eMoney is our interactive planning platform that can help bring clarity to complexity. It allows us to build a living, breathing plan that evolves with you — and gives you a 360-degree view of your financial world.

What is eMoney?

eMoney is a tool that helps us consolidate your financial data — from investment accounts and retirement plans to insurance policies and real estate — into one centralized dashboard. But it’s more than just a snapshot. It’s a powerful engine for scenario modeling, cash flow forecasting, and goal tracking.


Your Financial Planning Journey

Step 1: Discovery & Goal Setting
  • LifeSync® conversation to uncover values, goals, and priorities
  • Identify key milestones (retirement, education, legacy, etc.)

Step 2: Data Aggregation & Organization
  • Gather key information – statements, incomes, liabilities
  • Upload key documents (wills, insurance, tax returns)
  • Build a complete financial picture

Step 3: Plan Development
  • Model portfolio growth and investment strategies
  • Create detailed cash flow projections
  • Run Monte Carlo simulations to assess probability of success
  • Discuss tax, estate, and insurance strategies

Step 4: Plan Presentation & Strategy Alignment
  • Review interactive eMoney plan together
  • Adjust assumptions and explore “what-if” scenarios
  • Align plan with LifeSync® priorities

Step 5: Implementation
  • Transition assets and implement investment strategy
  • Coordinate with estate attorneys, CPAs, and insurance professionals

Step 6: Ongoing Monitoring & Adjustments
  • LifeSync® check-ins
  • Update eMoney plan as life changes
  • Track progress toward goals and adjust strategies as needed

 

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.

Wells Fargo Advisors does not provide legal or tax advice.