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eMoney:  Our Financial Dashboard

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Exclusively available to our PurposefulMoney clients, use eMoney to organize your financial life with your own digital wealth management portal.  Features include a consolidated view of everything you own and everything you owe, updated daily; the ability to track spending habits, set a budget, and monitor cash flow to stay on the right track; use of our document vault to securely store and share things like investment statements, estate planning documents, and tax returns.









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DISCLAIMER: This web site is for informational purposes only and does not constitute a complete description of our investment services or performance. This web site is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY 'LINKED' WEB SITE.

Part 2A & B of Form ADV: Firm Brochure