Client Access

eMoney:  Our Financial Dashboard

Clients login here

Exclusively available to our PurposefulMoney clients, use eMoney to organize your financial life with your own digital wealth management portal.  Features include a consolidated view of everything you own and everything you owe, updated daily; the ability to track spending habits, set a budget, and monitor cash flow to stay on the right track; use of our document vault to securely store and share things like investment statements, estate planning documents, and tax returns.

emoney

 

 

 

 

 

 

 

mobile emoney