Planning Matters

The eMoney planning process


Life is full of changes, both positive and negative. World events inspire euphoria and despair. Markets bounce up and down. In the midst of unpredictability, an investment plan can provide foundation and clarity.

An investment plan can help you track progress and feel confident about where you stand in relation to your financial goals. We employ the eMoney process to help our clients plan effectively and map a realistic financial course to the future.

eMoney is a life-planning tool that provides a structure for:


    Understanding our clients’ goals


    Planning investments around benchmarks that hold real meaning for our clients and their goals


    Identify and implement adaptable strategies to align with the plan


    Re-visit — or rethinking — the approach whenever necessary