1647 Preston Place
A quick search of the phrase "read the greens" brings up over 30,000,000 hits! Yet I'm sure that you have a few tried and true tools you use to get your reads. The same can be said about our approach to identifying your acceptable levels of risk and working with you to develop your financial plan.
Just like you practice and plan your strategy to improve your game, we work with you to plan so we don't need to rely on guesswork to help you achieve success. We also work really hard to never have to yell "Fore!"
Below are short videos about Riskalyze and eMoney Advisor, two of the core tools we provide to help you understand your feelings about investment risk and reward and to pursue your financial goals. Following each video we invite you click on the button and take them out on the course for a quick round.
We employ cutting a cutting edge technology called Riskalyze that identifies your acceptable level of risk and reward. Riskalyze is one of the ways we ensure your portfolio defines your investment goals and expectations and helps take the guesswork out of your financial future.
Financial plans are typically built using the eMoney Advisor platform. eMoney is a dashboard-based, digital wealth management portal that allows you to take control of your financial life and can be accessed on a computer and via a mobile app. eMoney allows you to see a consolidated view of almost everything your own and owe, updated daily. You also have access to a secure document vault to keep your most valuable financial records and other important documents safe and accessible.
To learn more about eMoney, please click the play button below if the video does not automatically start.