eMoney Vault Checklist

eMoney vault, a digital storage platform, enables us to exchange and share documents with clients, their CPAs and estate planners in a secure way.

Financial Planning magazine called it a “lock box in the clouds that provides peace of mind.” Take a look at the Vault Checklist here.

If you would like more information on eMoney or to find out how to deepen your current use of this amazing financial tool, let us know!