Magellan Financial, Inc.
Asset & Wealth Management in Allentown, Pa
Wealth Planning
Our wealth advisory team can help optimize your financial life
Discover How eMoney Enhances Our Wealth Planning Process
Investment planning is more than just numbers—it’s about aligning your wealth with your aspirations. Our integration of the Wells Fargo eMoney platform into our Wealth Planning process delivers a personalized and comprehensive approach to achieving your financial goals.
What is eMoney?
eMoney is an innovative investment planning tool that connects your wealth with your life goals. It provides a holistic view of your finances, helping you and your advisor build a tailored roadmap to success. With eMoney, you gain insights into your financial health, explore possibilities for your future, and track your progress toward your aspirations.
Addressing Your Financial Needs
As your life evolves and changes, Magellan Financial will provide you with the support and guidance you need. The eMoney tool aligns with your changing needs to provide you with a simple snapshot of your financial progress and associated outcomes.
Investment planning and management questions include:
- Can I fully fund my children’s college education?
- Can I buy a vacation home?
- Am I prepared for market volatility?
- Am I on track to reach my retirement goals?
How eMoney Integrates Into Our Process
Our Wealth Management process leverages eMoney to provide clarity, confidence, and control over your financial future. Here’s how we do it:
1. Understanding Your Financial Landscape
Your journey begins with an in-depth understanding of your financial situation and aspirations. Using eMoney, we evaluate your assets, liabilities, income, and expenses to create a detailed picture of your current financial standing. This foundation allows us to identify opportunities and areas for growth.
2. Defining Your Goals
Whether it’s planning for retirement, funding your child’s education, purchasing a vacation home, or preparing for market fluctuations, eMoney helps articulate your goals clearly. By recognizing and documenting your objectives, we align every financial decision with what matters most to you.
3. Creating a Customized Plan
With eMoney’s advanced simulation tools, we design a personalized strategy to achieve your goals. The platform allows us to model multiple scenarios, considering variables like investment performance, tax implications, and life changes. This dynamic planning helps your strategy adapt as life evolves.
4. Monitoring Progress
eMoney’s interactive dashboard provides a real-time snapshot of your financial health. It tracks your progress toward specific goals and highlights areas needing adjustment. With this ongoing monitoring, you remain informed and in control of your financial journey.
Cash Flow Analysis
Why Choose eMoney with Magellan?
By integrating eMoney into our Wealth Planning and Wealth Management process, Magellan Financial offers you:
- Transparency: Get a clear, detailed view of your financial situation.
- Flexibility: Use tools to adapt your financial plan as your life changes.
- Confidence: Leverage simulations to estimate the likelihood of success for various goals.
- Personalization: Align general strategies with your unique needs and aspirations.
*Based on accepted statistical methods, eMoney uses a mathematical process used to implement complex statistical methods that chart the probability of certain financial outcomes at certain times in the future. This charting is accomplished by generating hundreds of possible economic scenarios that could affect the performance of your investments. Using Monte Carlo simulation this report uses up to 1000 scenarios to determine the probability of outcomes resulting from the asset allocation choices and underlying assumptions regarding rates of return and volatility of certain asset classes. Some of these scenarios will assume very favorable financial market returns, consistent with some of the best periods in investing history for investors. Some scenarios will conform to the worst periods in investing history. Most scenarios will fall somewhere in between.
Start Your Journey with Magellan and eMoney
Life is full of possibilities, and your finances should support the dreams of you and your family. With eMoney, Magellan Financial empowers you to make informed decisions, navigate life’s complexities, and build the future you envision.
Contact us today to see how eMoney can redefine your Wealth Planning experience.