eMoney® Planning
Connecting your money to what is important in your life
You've worked hard to get where you are in life. Now your money can work hard for you with our LifeSync® experience. LifeSync is our approach to planning that helps align your financial objectives with your personal aspirations to help create the unique path to the life you want to live.
Find out where you stand
Your path starts by understanding your relationship with money. Throughout your life, what lessons have you learned? What compromises or adjustments have you made to get you where you are today? These personal insights will help guide you to the future you aspire to live.
Explore your future possibilities
Consider all the possibilities that your money can bring to you. Travel? Build a home? Start a business? Only by recognizing, communicating and documenting your desired outcomes can you and your advisor create a path toward reaching them.
Create your path
We are ready to design your personal path with our robust eMoney Advisor planning tool. Throughout your life we, with eMoney, will provide you with the information, choices, and action steps that will help guide you to the future you imagine.
Based on accepted statistical methods, eMoney uses a mathematical process used to implement complex statistical methods that chart the probability of certain financial outcomes at certain times in the future. This charting is accomplished by generating hundreds of possible economic scenarios that could affect the performance of your investments. Using Monte Carlo simulation this report uses up to 1000 scenarios to determine the probability of outcomes resulting from the asset allocation choices and underlying assumptions regarding rates of return and volatility of certain asset classes. Some of these scenarios will assume very favorable financial market returns, consistent with some of the best periods in investing history for investors. Some scenarios will conform to the worst periods in investing history. Most scenarios will fall somewhere in between.
Find out where you stand
Your path starts by understanding your relationship with money. Throughout your life, what lessons have you learned? What compromises or adjustments have you made to get you where you are today? These personal insights will help guide you to the future you aspire to live.
Explore your future possibilities
Consider all the possibilities that your money can bring to you. Travel? Build a home? Start a business? Only by recognizing, communicating and documenting your desired outcomes can you and your advisor create a path toward reaching them.
Create your path
We are ready to design your personal path with our robust eMoney Advisor planning tool. Throughout your life we, with eMoney, will provide you with the information, choices, and action steps that will help guide you to the future you imagine.
Based on accepted statistical methods, eMoney uses a mathematical process used to implement complex statistical methods that chart the probability of certain financial outcomes at certain times in the future. This charting is accomplished by generating hundreds of possible economic scenarios that could affect the performance of your investments. Using Monte Carlo simulation this report uses up to 1000 scenarios to determine the probability of outcomes resulting from the asset allocation choices and underlying assumptions regarding rates of return and volatility of certain asset classes. Some of these scenarios will assume very favorable financial market returns, consistent with some of the best periods in investing history for investors. Some scenarios will conform to the worst periods in investing history. Most scenarios will fall somewhere in between.