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Drive More Revenue by Pairing Your Expertise with Industry-Leading Planning Tools

 

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Provide Planning to Drive Higher AUM and Compensation

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Goal Planning

Quickly build and compare multiple options for achieving goals. > Learn More

 

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Goal Planning
Quickly build and compare multiple options for achieving goals.


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  • Prioritize Common Goals (Retirement, Charitable Giving, Child's Education, etc.)
  • Duplicate, Edit and Compare Outcomes
  • Make Adjustments Based on the Probability of Success

 

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Education Planning

Provide a detailed overview of education expenses and funding options. > Learn More

 

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Education Planning
Provide a detailed overview of education expenses and funding options.


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  • Comprehensive In- and Out-of-State Tuition Cost Database
  • Customizable Asset Funding Order
  • 529 Plan Functionality
  • Solution Gap Analysis Reports

 

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Investment Planning

Evaluate a client's complete investment portfolio.  
> Learn More

 

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Investment Planning
Evaluate a client's complete investment portfolio.


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  • Create & Modify Custom Portfolios and Asset Classes
  • Morningstar Asset Classification and Fund Breakdowns
  • Asset Mix Growth and Taxation
  • Efficient Frontier Portfolio Analysis
  • Test Probability of Success of Multiple Plans through Monte Carlo Analysis

 

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Advanced Planning

Easily present and compare various estate planning techniques.
 > Learn More

 

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Advanced Planning
Easily present and compare various estate planning techniques.


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  • Model complex estate planning and distribution scenarios
  • Access flow charts that promote collaboration
  • Estate & Gift Tax Calculation
  • Trust Planning
  • Charitable Planning
  • Grant or Trust Modeling
  • Open Architectured Will

 

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Retirement Planning

Enable clients to interact with their retirement plan.  
> Learn More

 

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Retirement Planning
Enable clients to interact with their retirement plan.


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  • Social Security Comparison Report
  • Account Type Contributions Limits
  • RMD Calculations
  • Roth Conversions
  • Solution Reports
  • Dividend and Interest Projections at the Holding Level

 

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Tax Planning

Plan for numerous tax strategies and outcomes.
 > Learn More

 

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Tax Planning
Plan for numerous tax strategies and outcomes.


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  • 1040 and AMT tax calculations
  • Customizable adjustments, credits, and deductions
  • State-specific income taxes
  • Future tax schedules

 

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Insurance Planning

Identify gaps in your clients' insurance needs.  
> Learn More

 

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Insurance Planning
Identify gaps in your clients' insurance needs.


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  • Customizable Healthcare Events
  • Life Insurance Gap Analysis Reports
  • Long Term Care Gap Analysis Reports
  • Disability Short/Long Term Gap Analysis

 

Schedule an Appointment to See eMoney Today

NORTHWEST:
WA, OR, ID, CO, WY, MT, AK, BC

MANAGER:

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Mike Coffin 
 

WEST: 
CA South, NV, UT

MANAGER:

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Jim Fisher 
 

PACIFIC:
CA North, AZ, NM, HI

MANAGER:

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Monica Ruelas (4662)
 

GREAT LAKES:
ND, MN, WI, MI, OH

MANAGER:

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Deanna Kelly (4698)


GREAT PLAINS:
NE, KS, OK, TX, LA, AK, AL, MS, PR, AR

MANAGER:

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LisaMarie Roberto (4678)

NORTHEAST:
VT, NY, NJ

MANAGER:

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Michael Kroener (4611)
Schedule an appointment

SOUTH:
FL, GA

MANAGER:

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Meg Brown (4681)

NEW ENGLAND:
MA, CT, NH, RI, ME

MANAGER:

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Larry Romano (4453)
 

MIDWEST:
SD, IA, IL, MO, KY, IN

MANAGER:

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Kari Crane (4450)

MID-ATLANTIC:
PA, MD, DE, DC

MANAGER:

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Chelsea Brady (4644)
 

SOUTHEAST:
VA, NC, SC, WV, TN

MANAGER:

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Brittany von Czoernig (4687)

Live, In-Person Training

Click on the dates below to register for a training session. Use the promo code "Kestra" when registering.
(Dates that aren't linked will become available once opened for registration)


  Platform Essentials Workshop
View Agenda
Planning Fundamentals Workshop
View Agenda
Advisor Roundtable Workshop
View Agenda
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Minneapolis, MN June 12 June 13  
Chicago, IL June 19 June 20 June 21
Denver, CO July 17 July 18  
Radnor, PA July 18 July 19  
Jersey City, NJ July 24 July 25 July 26
La Jolla, CA July 29 July 30  

eMoney's Suite of Wealth Management Solutions

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Quickly build and compare multiple options for achieving goals.

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Wealth-planning technology for financial professionals with the addition of eMoney’s in-depth business Analytics, interactive Needs Analysis and Goal Planner capabilities. 

  • Alerts and Alarms
  • Third-Party Integrations
  • Screen Sharing
  • Unlimited Document Storage
  • Client Website
  • Mobile Web-App for Clients
  • Needs Analysis
  • Advisor Analytics
  • Goal Planning
  • Advisor Aggregation
  • Client Aggregation 

 

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Easily present and compare various estate planning techniques.

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An all-in-one, comprehensive wealth-management solution, combining the functionality of emX, with the industry’s most robust interactive and advanced planning capabilities.

  • Alerts and Alarms
  • Third-Party Integrations
  • Screen Sharing
  • Unlimited Document Storage
  • Client Website
  • Mobile Web-App for Clients
  • Needs Analysis
  • Advisor Analytics
  • Goal Planning
  • Advisor Aggregation
  • Client Aggregation
  • Decision Center (Cash Flow Planning)
  • Distribution Center (Estate Planning)
  • Advanced Planning
  • Investment Planning
  • Retirement Income

 

Power Up Your Planning Using These Resources

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Learn how to refresh your planning model to bring greater value to clients and grow your business in our Products to Planning whitepaper.

Plan it Forward e-book


In
this eBook, learn how to maximize the effectiveness of your advice to serve your clients needs at four major stages of their financial lifecycle.

blog.header.livewebinarbillsimonetIn this webinar, learn how a planning-based approach can help you drive sustainable revenues. And hear from Bill Simonet, CFP®, who explains how eMoney has helped his firm triple its financial planning fees.

whitepaper.casestudy.beyond2Eric Roberge of Beyond Your Hammock onboarded or software to provide clients with a more personalized experience and has seen his firms' planning fees more than double for new clients.

 Contact Us

If you have any questions about pricing or want to complete a financial planning assessment, please call:
Kestra Financial Wealth Consulting team at 1-844-553-7872, Option 4, 1 or email at wealthsolutions@kestrafinancial.com.