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Financial Planning Tools

We use eMoney’s Wealth Management System, which is a web-based tool that offers three resources to you on your own personal financial website:

  1. A summary and the individual holdings of all of your investment accounts. Each night, it downloads your balances and holdings from your accounts into one secure, central location, so that you can see information in one consolidated location.
  2. The financial plan that was developed with Plan2Thrive Financial Services. This plan is tied real-time to your assets, as described above.
  3. A secure vault that you can store your important financial and legal documents which you can access from anywhere in the world.
  4. For account access to your Wealth Management System account, click here.

Learn about the Implementation of your financial plan.