eMoney - Joel Harris: Secure Financial Management Tools

The Power of Planning

Financial Planning with eMoney

The pace and complexity of managing modern finances leave many people feeling unprepared and uncertain about their financial future.

Our advisory process is comprehensive, customized to your objectives, and capable of addressing a wide range of financial circumstances and concerns. We partner with you to pull all your finances together and organize them in one centralized location to better position you to pursue your financial goals and aspirations.

Our planning process will help you:

See your finances from a holistic point of view
Create integrated strategies that take all your financial activities into account
Identify long-term goals and the steps needed to pursue them
Track your progress and make adjustments as you experience new life events

The eMoney platform will then integrate your financial plan with a robust, personal financial website. Its powerful engine can generate comprehensive financial planning analytics—calculating cash flow projection, modeling “what-if” scenarios, and generating alerts when adjustments may need to be made. You’ll have access to budget tools, reports, educational materials, and storage for personal documents in one convenient and secure location.

eMoney has been an invaluable tool that I have implemented into my practice to help my clients see a wholistic view of their finances.

Knowledge is Power

eMoney is a comprehensive financial planning software that allows you to integrate all of your bank accounts, brokerage accounts, IRAs, 401ks, annuities, and life insurance policies into one central location. You can add other assets like real estate, art, automobiles, business valuations and more. By adding your liabilities in the program, you can get a real time snap shot of your total financial picture in one location.

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eMoney provides a wide assortment of accessable reports that my clients can get access to 24/7. Clients can get a real time snap shot of their balance sheet, asset allocation, cash flow report, savings, earnings, retirement plan, and many, many more invaluable reports.

Accumulation

Paying yourself first is the surist way to accumulate weatth. The earlier you understand this concept the better.

Creating synergy between your various investment accounts is vital to buidling long term wealth. eMoney provides an asset allocation analysis for your entire portfolio. This helpful tool will help us identify areas of over concentration or under concentration to certain asset classes. This can be particualry important as you get closer to retiremennt and have several different financial accounts.

Retirement Income

They say the most dangerous part of mountain climbing isn't going up; it is the descent. Think about it. The chances of slipping on a loose rock or boulder are far greater heading down the mountain than up.

The same goes for your retirement income journey. A bad market or taking too much out in the beginning can have a profound impact on your portfolio. We can help you with strategies to preserve your income and aim to reduce sequence of return risk in retirement.

Legacy Planning

If leaving a legacy to your loved ones or a specifc charity is important to you, then eMoney can provide incredible tools to help you develop a plan of passing on your hard earned assets.

We can also help you implement strategies to maximize income for you in retirement, and leave a lasting legacy to your loved ones or charities of your chioce. We can also get you connected to our network of trusted Estate Attorneys to help you draft proper planning documents for you and your estate.

Interested in Learning More about eMoney?

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