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Walters, less than a year after inking the deal with Fidelity.ĮMoney’s headquarters in Radnor, Pa., is far more Silicon Valley than Boston, with free snacks, Segways, video games and Patagonia sweater vests instead of suits and ties. eMoney is even prouder of how it has maintained the culture of a technology startup, despite the sudden departure of its charismatic founder, Mr. Its aggregation engine, a critical ingredient in the company’s success, has pulled together 13.7 million accounts and $2.3 trillion in assets. Since then, eMoney has produced 2.5 million financial plans and 2.1 million client portals.

The deal was a sign for many that traditional institutions finally saw digital, planning-led financial advice as the wave of the future. Fidelity Investments acquired eMoney in 2015 for $250 million, a blockbuster purchase that shocked the industry - and not just because of its price tag. From welcoming children or grandchildren into the world to helping an aging parent to planning for long term care, these are all part of ongoing service we provide.EMoney, which began as an idea of Edmond Walters, a former financial adviser, is now one of the largest, most successful companies in adviser-facing fintech. It is truly the beginning of building relationships with our clients. While the process may be four steps, the last step in our process is not the end. We proactively service our clients and welcome any communication from them. As your trusted advisor, we will stay on top of industry changes, market trends, and other factors that impact your financial lives to produce better outcomes. Your goals and priorities will inevitably shift through time, which is why we are here to help you along the way. Financial Planning isn’t a “once and done” event. We do not have proprietary products and truly seek the best in class investments that will fit your risk tolerance and goals. We act as fiduciaries, which means your best interest and your personal financial goals are what drive our investment decisions. After we make our recommendations, review your plan, and answer any questions, we will set up accounts and initiate any account consolidations that we can. We use Money Guide Pro for our planning and you will receive a custom link so you can review, stress test, or run new scenarios at any time. We will discuss your goals in more detail to ensure we understand your wishes, stress test for risks, such as longevity or bear markets, and provide you with our recommendations. Our second meeting is when we present your customized financial plan. We ask a lot of questions and expect the same from you! We want our relationship to be a partnership and that the services we offer match what you are looking for.

Whether you’re looking to see if you’re on track for retirement, want to plan for a wedding, or have legacy goals, we want to know. We want to understand what your experience as an investor has been and what goals you have for the future. Our first meeting revolves around getting to know you. The steps in our financial planning process are as follows: The scope of an effective financial plan should therefore cover key aspects such as Saving, Budgeting, Investing, Tax planning, Insurance planning, Retirement planning, Estate planning, and much more. Whether it be the idea of owning your home, making sure your children’s education is well funded, or ensuring a smooth and stress-free retirement all of these seemingly disparate components come together under a unified financial plan. Why Goals Based Financial Planning Is ImportantĪ well-grounded financial plan is essential for anyone who wishes to accomplish specific financial objectives.

The sooner you understand the role of financial planning in meeting your short, medium and long-term financial aspirations, the better you’ll be able to control your financial life. While how much to save and where to invest those savings, is every bit important, prudent Financial Planning goes much beyond the realm of just saving and investing.

Many individuals confuse financial planning with general savings and investing advice.

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