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Financial Planning

Please click on the link to download a financial planning questionnaire to get started:

Financial Planning Questionnaire

Click on the logo below to get access to your personal eMoney site:

What is eMoney?  Click here to find out more - What's in a Number

The professionals at Summit Financial and Insurance are pleased to partner with eMoney Advisors financial planning software.  This online software provides award winning tools to help you get more organized with your short and long term financial goals.

This secure online system allows you to input your investment accounts, 401(k) accounts, IRAs, checking and savings accounts, loans, credit cards, life insurance, long term care insurance policies, and other financial accounts.  Once the links have been established, your accounts will update daily so you can see an updated net worth 24 hours a day, 7 days a week.

The website also provides a budget tool so you can see first hand what you’re spending your money on each day.  You can establish specific spending goals and track your success.

Another awesome feature of the eMoney online tool is the ability for you to see how you’re invested across all your various investment accounts.  It will create synergy in your portfolio so you know exactly what type of investments you hold in your accounts.  The software provides access to Lipper performance data so you track the success of your investments against the broader markets on demand.  Most importantly, it allows you to see the “big picture” so you always know how your hard earned money is invested.  

One of the most exciting features of the system includes the “Vault”.  The vault gives you the ability to electronically upload your life insurance policies, estate documents, deeds, and other important financial documents.  This gives you an unprecedented view of your complete financial picture so you can stay organized and plan for your future.

Finally, the platform has several advanced reporting capabilities so we can start doing in-depth financial planning for you and your family.  Some of the reports include net worth statements, asset allocation analysis, cash flow statements, Monte Carlo simulations, just to name a few.    

I’m really excited to incorporate this tool into my practice.  I’m always striving to provide tools that will help enrich your financial life. 

Here are a few screenshots from the eMoney site:

Instant snapshot of your entire financial picture in one log-in.


The asset allocation screen allows you to identify how your various investment portfolios are positioned in various asset classes.  This can be an invaluable tool to ensure you create synergy between your investments.


The Education Center provides insightful videos and tools to help you navigate and strengthen your financial affairs.

eMoney provides an abundance of financial planning reports to help you achieve your short and long term goals.  

Your personal financial site gives you the ability to create budgets and track your spending in real time.  This powerful tool will help you manage your spending so you can effectively manage your monthly cash flow in a more efficient manner.