Creating Your Financial Plan


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The Planning Process

The Planning Process

You've decided to move forward with a Financial Plan; what are the next steps?

  1. We will send you a Financial Planning agreement to sign, along with a digital invoice to submit your payment.
  2. You now get to set up your eMoney portal! A registration link will be sent directly to your e-mail address.
  3. Once you've created your eMoney portal, it's time to start connecting your accounts and uploading the documents from the Financial Planning Homework Worksheet.
  4. Finally, you will need to either complete our Budget Worksheet, or link your credit cards and share your Spending details (this can be accessed by going to Settings > Privacy > Full). 
Budget

Budget

The process of examining income and expenses is an important first step to managing your money. Budgeting helps you see how you spend your monthly and yearly income and where you might be able to cut back or save more. This is why completing a budget is among the first steps - to download our budget worksheet, click below.

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Planning Homework

Planning Homework

In order to create your Financial Plan, we need to gather as much information on your current financial situation as we can. 

You will be provided with a "Documents Needed" homework sheet (click below to download); as you work through this process, we begin our analysis.

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Review & Finalize

Review & Finalize

We will likely come back to you with a few clarifying questions as we create your plan and prepare for the Financial Plan presentation.

Afterward, the plan will be monitored and adjusted as needed. We will mail you a hard copy of the finalized plan to celebrate your new path toward financial success!

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Homework Worksheet

Homework Worksheet


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How-to: Link Accounts

How-to: Link Accounts


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How-to: eMoney Vault

How-to: eMoney Vault


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Your eMoney Portal

Your eMoney Portal


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