Navigating the Transition: Moving on From Mint.com
Discover the comprehensive capabilities of eMoney, a robust financial planning software that provides a similar experience to Mint. Explore how eMoney's client portal empowers you with customizable budgeting, secure document storage, and integrated financial planning tools.
If you are interested in learning more about eMoney, please click on either of the links below to schedule a tutorial with our in-house eMoney experts, or contact your advisor to discuss the platform in more detail.
https://calendly.com/dylanfarnella/30min
https://calendly.com/andrewgary/emoney-client-portal-onboarding
Check out our Financial Planning page for a brief introduction to eMoney.
For more details on the differences between Mint.com, Credit Karma, and eMoney, read this blog post by Financial Advisor Andrew Gary HERE.
About Wolf Group Capital Advisors
At Wolf Group Capital Advisors, a comprehensive wealth management firm and Registered Investment Advisor (RIA) based in the Washington, D.C. metropolitan area, nothing is more important than the fiduciary responsibility we have in managing your wealth. Taking the utmost care, we focus on providing advice tailored to your specific circumstances. With more than two decades advising U.S. expatriates and non-US citizens employed by international organizations, we are qualified in investment strategies addressing global issues. Empathy and curiosity—combined with our experience in life planning and investment management—enable you to explore a wider set of possibilities that can lead to a fulfilling life you’ve worked hard to attain.