For example, we provide every client a complimentary subscription to eMoney. The eMoney platform allows us to automate and streamline parts of the planning process by dynamically monitoring assets and liabilities such as business interests, cash accounts, investments, insurance policies, ESOP programs, etc. The program maintains a holistic view of your family's net worth, cash flow projections and stress test results.
As a client, you enjoy the benefits of a team that delivers conflict-free advice regarding custodial and banking relationships that are best for your family. A simple call or email from a client, and we can support all banking needs, such as: money wires, ACH transfers, issuing new debit and credit cards, checks etc. We are here to vigorously serve your planning, investment and banking needs.