First, we start by helping you to identify and prioritize your goals. If you have a partner, we work with the both of you to make sure your financial goals are in alignment.
Next, we analyze and evaluate where you are today relative to your goals. During this stage of the process we evaluate.
Alerts notify you of upcoming events and significant changes to your accounts.
Financial Workshop shows you if you’re on target to reach your retirement, education, protection and other financial goals.
Store important documents and photos in an online Vault for quick and easy access.
Receive your important US postal mail safely and securely online with Digital Postal Mail.
A mobile version of your Personal Financial Website is accessible on the iPhone, Android, Blackberry and most other popular smart phones.
Your Personal Financial Website is monitored by leading security specialists 24/7 and is non-transactional. Your money cannot be moved or accessed on your Personal Financial Website.
This is not a replacement for the official customer account statements form Raymond James or other custodians. Investors are reminded to compare the findings of any generated report to their official customer account statements. In the event of a discrepancy, the custodian’s valuation shall prevail. This data is furnished to you as a courtesy and for informational purposes only. The projections or any other information generated by eMoney regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Furthermore, they do not guarantee or imply success in the actual attainment of any goal. You should meet periodically with your financial advisor to update this analysis. eMoney is an independent organization and is not affiliated with Raymond James & Associates, Inc. or Raymond James Financial Services, Inc.
