A modernized approach to advice

Leveraging our industry leading advice tools and resources simplifies the planning process and allows you to track closer to your desired outcomes.

eMoney Advisor® — Connecting your money to what is important in your life

eMoney, our full-service, interactive planning tool, helps align your assets to the jobs you want them to fulfill with progress towards your success. This robust technology elevates collaboration between you and our team and fosters a deep understanding of how you can reach your goals and provides you with the choices, information and action-steps that will help guide you through your journey.*

LifeSync®, our approach to support your financial needs

LifeSync helps you sync your finances with your values, priorities, and goals into one cohesive lifelong experience that evolves with you. It’s how we approach advice and planning. Our goal is to provide an experience that empowers you to help you make informed, confident decisions and adjust as your goals and life may change.

There are five stages in the LifeSync experience to help you answer questions most important to you — whatever your journey:

Step 1: Understand

We listen and ask questions to discover who and what is important to you. This helps you define your values, goals, and priorities.

Step 2: Plan

We can create a personalized plan to connect the pieces of your financial life using robust technology to simplify complex planning. Collaboration between you and our team is a key part of fine-tuning the plan to clarify goals and set the stage for the future.

Step 3: Propose

You will have choices to make. LifeSync helps you compare your options and make informed decisions with the help of “what if” scenarios.

Step 4: Implement

It’s time to put preparation into action. Your plan may include custom solutions and strategies to help you move the needle closer to achieving your goals.

Step 5: Revisit

As your life changes — as it inevitably will — LifeSync helps make it easier for you to adjust a plan through actively connecting with our team and access to technology

*Based on accepted statistical methods, eMoney uses a mathematical process used to implement complex statistical methods that chart the probability of certain financial outcomes at certain times in the future. This charting is accomplished by generating hundreds of possible economic scenarios that could affect the performance of your investments. Using Monte Carlo simulation this report uses up to 1000 scenarios to determine the probability of outcomes resulting from the asset allocation choices and underlying assumptions regarding rates of return and volatility of certain asset classes. Some of these scenarios will assume very favorable financial market returns, consistent with some of the best periods in investing history for investors. Some scenarios will conform to the worst periods in investing history. Most scenarios will fall somewhere in between.

Ready to Learn More?

You’ve worked hard to get where you are in life. Now your money can work hard for you with our LifeSync® experience.

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