STORYBOARD – Athlete Vertical

Your Logo Here Intro

Today’s markets are uncertain…

Your career is a priority…

Your time is valuable…

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STORYBOARD – Athlete Vertical

And your family is counting on you…

The financial world is more complex than ever. The fact is, as your wealth increases, so does the time and effort it takes to manage it.

So you turn to the financial specialists for advice on the issues that revolve around you and the financial issues they help you manage.

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STORYBOARD – Athlete Vertical

Since most advisors offer services independent of each other, it’s up to you to sort out all their ideas and recommendations.

How can you keep track of everything you have, when you’re busy doing what you do best?

Our Wealth Management Solution — built specifically for the lifestyle needs of professional athletes, can help bring order to your financial world.

The system is designed to give you a consolidated view of your accounts, your important documents, your assets, your advisors’ contact information and your specific goals and strategic plans, in one secure location.

We provide you with a Personal Financial Web Site so you can view everything about your financial and estate planning in one place

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STORYBOARD – Athlete Vertical

– on your desktop

or from your mobile device.

Every night, your balances will be automatically updated. Changes in your assets – and changes in your life – will be tracked against your overall asset allocation, retirement and cash flow models, insurance program and your financial and estate plan.

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STORYBOARD – Athlete Vertical

Your updated assets are integrated into reports so that you can monitor your progress against your overall financial objectives.

Our Wealth Management Solution also provides a secure online storage Vault for your private documents, like wills, trusts, tax returns, deeds to your house, insurance policies, professional contracts, and beneficiary designations. Here you can even store photos and videos and other precious memorabilia.

Of course, all the information is password protected in a secure encrypted personal web address, backed with the latest internet security technology available.

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©eMoney Advisor, LLC

STORYBOARD – Athlete Vertical

Your top holdings are easily accessible and a Watch List allows you to monitor the price fluctuations of your investments throughout the day.

You can even view your awards programs results - giving you one single access point for all your important financial details.

Alerts automatically notify your advisor of a problem or an opportunity - like your asset allocation being out of balance or a significant change in your account values.

Your online access allows you and your advisor to collaborate on any areas of concern.

For licensed users of eMoney 360 and 360Pro™ only. May not be distributed or reproduced. Property of eMoney Advisor, LLC.

©eMoney Advisor, LLC

STORYBOARD – Athlete Vertical

As your professional career grows and the management of your financial affairs becomes more complex, our Wealth Management Solution can become your "single access point" to organize and track all your financial assets and plans.

You’re just a click away from everything you need… all in one place… whenever you want it…from wherever you are.

Your Logo Here Outro

For licensed users of eMoney 360 and 360Pro™ only. May not be distributed or reproduced. Property of eMoney Advisor, LLC.

©eMoney Advisor, LLC

STORYBOARD – Athlete Vertical

For licensed users of eMoney 360 and 360Pro™ only. May not be distributed or reproduced. Property of eMoney Advisor, LLC.

©eMoney Advisor, LLC