Wealth Management Portal (eMoney Portal)

When you look at your overall financial picture, what do you see? Do you have a unified, strategic, and focused portfolio with every piece of the puzzle working together to get you to a specific goal? Or do you have a 401(k) here, an IRA there, a life insurance policy somewhere else? Do you remember why you purchased certain products or opened particular accounts, or is your financial plan all over the place?

At LCJ Associates, our goal is to help you take command of your wealth by creating custom strategies to work toward your goals. One way we make this happen is through the use of eMoney, a dynamic wealth management tool that helps you keep all the pieces of your complicated financial life organized. Here’s a look at what our wealth management portal can do for you.

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Our Wealth Management Portal and Your Financial Plan

Through our interactive financial planning process, our goal is to help clients consolidate all their financial information in one place and feel confident in their financial plan. We believe that clients become empowered to achieve their definition of financial success when they understand what’s important to them, have clear, well-defined goals with specific time frames, and have as few moving parts as possible. Our experience has shown us that this helps people have increased behavioral and financial discipline, make wise financial decisions, and stay focused on their goals.

eMoney is an incredible tool that helps our clients do just that. It allows us to show you real-time financial planning and forecast different outcomes in an easy-to-understand way. By illustrating your progress toward your goals, the system can help you understand whether or not you are on track and help you evaluate how to improve. With all your accounts aggregated in eMoney, you can quickly see the overall picture of your finances. Then we can play with the numbers to see how different variables would change your financial picture. We can test the impacts of changes in savings rate, tax rate, returns, and retirement date.