E-Money is a financial planning software program that allows us, and you, to view your entire financial picture in a single location. Our aggregation software will provide an updated balance sheet each and every day that includes your 401k balances, bank accounts, retirement plans, mortgage balances, and even frequent flyer and rewards programs. The software also helps us in the design and analysis of your estate plan. It is an invaluable tool in the Proactive Wealth Management process.
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