Client Access

eMoney:  Our Financial Dashboard

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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.









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