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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 objectives. 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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What is a fact finder financial planning?

Financial planning fact finder. Our financial planning process involves discussing your goals, gathering pertinent data, designing solutions, and delivering a cohesive plan that you can implement to help you docHub your goals. The process begins with understanding what you want to achieve.

What is emoneybot?

The eMoney Bot is a data aggregator that scrapes raw financial data that can later be used for financial planning and analysis. Each data item is tied to the end customer that has requested the data and is only given to users that the customer explicitly authorizes.

Does eMoney have an app?

The eMoney Incentive app is a native app that allows Android and iOS users to better oversee their retirement funds, budgeting, emergency savings and even insurance coverage right from their phone.

Is the eMoney app legit?

Is eMoney Loan App a Scam. The eMoney loan app is not a scam. You have to follow the app instructions to avoid any difficulty in getting or repaying a loan. If you notice any illegal debits while using eMoney, report to your bank immediately for it to be reviewed.

Does eMoney have a client app?

The eMoney Incentive app is a native app that allows Android and iOS users to better oversee their retirement funds, budgeting, emergency savings and even insurance coverage right from their phone.

What type of software is eMoney?

eMoney is a comprehensive and scalable technology platform and services that empowers financial advisors to meet a broad range of financial planning needs for their clients.

Is eMoney owned by Fidelity?

In 2015, Walters sold eMoney to Fidelity for a whopping $250m in what industry watchers called a watershed deal.

Does eMoney have an iPhone app?

eMoney - Mobile App for iPhone and Android - Navalign.

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