Emoney fact finder 2026

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The document is a comprehensive Fact Finder designed to collect personal and financial information from clients, including details about family, employment, investments, properties, insurance, income, expenses, and business interests. It emphasizes that projections are based on assumptions and are not guaranteed, advising consultation with tax or legal advisors before implementing strategies.

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Click ‘Get Form’ to open the emoney fact finder in the editor.
Begin by entering the Client Name and Spouse Name at the top of the form. Ensure you include accurate details for effective financial planning.
Fill in personal information such as Date of Birth, Marital Status, and Gender. This section is crucial for understanding your client's demographic profile.
Proceed to the Family Information section. Here, input details about children and grandchildren, including their names, dates of birth, and any special needs they may have.
In the Employment sections for both Client and Spouse, provide employer details along with contact information. This helps in assessing income sources.
Complete the Property section by detailing real estate holdings. Include purchase amounts and current values to evaluate assets accurately.
Finally, review all entries for accuracy before saving or sharing your completed fact finder document.

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What is a fact finder in financial planning?

A Financial Review Fact Finder is a tool we use to organize and assess your financial position. Once you have completed this fact finder, we can review it to identify opportunities for growth, risk management, and efficient wealth distribution.

Is eMoney a public company?

Is eMoney Advisor a private or public company? eMoney Advisor is a Private company.

What company owns eMoney?

Assumptions Miscellaneous will allow you to set defaults for areas of the clients profiles including Retirement Death, Tax Rates, Simulation, Intestacy and Fees. An often overlooked and important efficiency is to set a default for clients state taxes in the tax rates tab!

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Does Wells Fargo use eMoney?

Whether saving for college, a big life event or retirement planning, eMoney helps you better understand how todays contributions may help you achieve tomorrows dreams. Use LifeSync in the Wells Fargo Mobile app to connect your external accounts and see your net worth in one place.

Who is eMoney owned by?

In 2015, eMoney was acquired by Fidelity Investments. Since then, eMoney has more than tripled in size, expanding its client base, enhancing its product suite, elevating client service and support, and transitioning to a remote-first employer.

How much did Fidelity pay for eMoney?

The terms of the acquisition were not disclosed; however, Philly.com is reporting that Fidelity paid more than $250 million for the company. eMoney Advisors leadership will remain intact, including founder Edmond Walters who will continue as CEO.

Emoney fact finder 2026

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