eMoney Testimonials

“You can’t give someone a complete financial plan if you don’t have their complete financial picture. Having the ability to link in those outside client assets was really important for us. We needed everything—work retirement plans, mortgages, loans, outside bank accounts, and credit cards—to give us the complete picture, so we could give the client complete advice.”

“What people really need is someone to come alongside them, to be on their team, to support and encourage them, and to hold them accountable so that they can meet their long-term goals. And that’s where we feel like we can impact change.”