Your Personal Financial Dashboard

Certain services provided by Meyers Wealth Management may include the use of a very sophisticated web-based personal financial dashboard.

This system provides us a platform for securely sharing data (the “Vault”), and gives you a single place to go where you can see your whole financial picture.

It supports “live” links to your bank accounts, credit cards, mortgage, investment and retirement accounts, insurance, etc — all aggregated securely in one place.  There are cash-flow and budgeting tools and the ability to have alerts set to remind you when various events take place, plus automated weekly summaries and lots more.

And it works great on your desktop or on your iPad.  Plus we have a mobile app, for your iPhone, too.

eMoney Sample Screenshot

(Note that while it can be linked “live” to your outside accounts, we don’t require that you make such links - most assets that we need to include in our modeling and planning for you can also be approximated manually.)

Meyers Wealth Management, where our goal is to help you achieve your goals
111 First St • Los Altos, California 94022 • MeyersMoney.com • 1-800-993-2994
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© David S. Meyers, CFP® 2017