Are you making the most of your benefits?
Are you maximizing your company match?
Should you contribute to your 401(K) on a pre-tax basis or use the Roth feature?
Are you spending smartly?
Are you funding your goals?
How much do you need for emergencies?
How do you manage college and credit card debt?
How do you decide how much to pay when?
Should you go into debt to persue your goals?
Is your portfolio globally diversified?
Do you understand the fee structure of your investments?
Is your portfolio tax-effecient?
Do you rebalance when appropriate?
Is your asset allocation appropriate for you?
Are you protected should something happen?
What estate planning documents do you need in place now?
Do you need renters/homeownerâs, auto or umbrella insurance?
Do you need more life or disability insurance?
What are your 1, 5, and 10-year goals?
Are you on track to reach them?
Who is holding you accountable?
Transparent costs are very important to us. We emphasize fully disclosed pricing in any outside services we may recommend as well as for our own fees. This is one reason we itemize our Financial Planning and Portfolio Management fees for you â so you can see exactly where your money is being spent and determine whether it is a good value for your needs.
With eMoneyâs convenient client portals, you can log in
to view your complete financial picture anytime you please.
The annual cost for Portfolio Management services is
just 0.50% of the investment accounts we manage for
you. That is $5 for every $1000 in your portfolio. Fees
are deducted from your account
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