Financial Planning: Introduction
What could you do with your own personal financial website?
The PWM Wealth Management System™ (Powered by eMoney)
An easy-to-use, web-based, comprehensive financial planning and account aggregation platform.
The Home tab provides an overview of your personal finances.
The Organizer section will help you to consolidate all your important financial information into one place.
The Goals page allows you to track your goals over time and view the impact they have on your overall
financial situation.
The Spending page gives you a clear view of what you're spending each month.
The Investments page is made up of four components: Summary, Allocation, Analysis, and Transactions.
The Vault is a secure, searchable repository in which files are stored by your Advisor for your review, and
where you can store files.
The Reports tab provides you with a series of reports about your current financial situation.