Click HERE to access your MoneyMAP client portal…
A sophisticated, simple portal that puts your financial data and documents at your virtual fingertips…
MoneyMAP offers secure 24/7 access to your financial information. This includes your investment accounts – managed by Phillips Financial or elsewhere – as well as financial plans, legal documents, tax returns, advanced directives, powers of attorney, real time balance sheets, insurance policies, and even copies of your passports or drivers’ licenses.
It’s a convenient, secure access point for tracking all of your important documents and the status of your total affairs.
Our premise for offering this powerful tool? When clients are in our office for a Careful Conversation, everything seems clear. Our contemplative discussions help you feel highly present about your situation and your choices. Yet, once you walk out the door, it’s easy to forget how we Played it Forward.
At Phillips Financial, our Careful Conversations approach reminds clients that planning is not a one-time or once-a-year project. It’s a continuous cycle of managing life events in context of life opportunities. With your MoneyMAP, you can plug into your financial life easily anytime, or simply rest assured that everything you need to relocate or remember is organized and on hand for you, your family and your advisory team.
This service is provided by eMoney Advisor, an independent service provider.