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Track your LifePlan progress with eMoney

Those who know what they have fare better than those who don’t.

As a a LifeGuide full-service client, access eMoney to view all of your important financial information together in one place.

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Everything you own, spend, and owe in one place

eMoney pulls together all of your important financial information into a single view. Your balances are updated daily to monitor the activity in your investment, bank, and credit card accounts. 360|LifePlan allows you to create a budget to help you keep your spending on track. You can set up alerts to notify you if something is out of the ordinary and requires your attention.

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Peace, Freedom, and Impact

The eMoney platform is the foundation of our exclusive LifePlanning Process. It helps you and your LifeGuide Advisor coordinate all aspects of your financial life to achieve financial peace, realize freedom, and maximize your impact on your family tree and the world around you.

Perspective for life’s important decisions

eMoney allows you and your LifeGuide Advisor to create goals and track your progress. Interactive scenarios allow you to evaluate the financial impact of important decisions. This provides perspective and guidance to help you make wise decisions and avoid costly mistakes.

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Secure and safe

We know how sensitive your personal information is, and we take your security and privacy very seriously. eMoney is built on a platform that uses 256 encryption, Secure Socket Layer, and other industry-leading security technology to guard your data. It is a non-transactional system, meaning your money cannot be moved, withdrawn, or accessed. Your information and data will not be shared with any third parties.

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