eMoney Orientation

eMoney Orientation

September 30, 2020

As we continue to roll out our eMoney financial planning software, we want to make sure you have the tools you need to take advantage of all eMoney has to offer. That’s why we are offering all of our clients a Getting Started call where Courtney will walk you through some of the features in eMoney and answer any questions you might have about the software.

One of the reasons we added eMoney to our suite of software tools was for the enhanced client experience it offers. And we’re so excited to more fully incorporate that experience into the services we provide to you. As we transition to using eMoney for financial planning, we hope that you will use eMoney as your financial home. Connect your accounts for enhanced budgeting tools and spending and investment insights, store your financial documents in the secure Vault, and get real-time information on all aspects of your financial plan.

Schedule your orientation using this link: https://go.oncehub.com/CourtneyBarnes

This is not just for clients who are new to eMoney. Even if you’ve been using it for months (or even years for some), you’re sure to learn something new. We hope you’ll take advantage of this Getting Started call so you can get the most out of your eMoney website.