Investment Planning
Our wealth advisory team can help optimize your financial life
Investing with Purpose: Achieving Financial Goals and Positive Social Impact
Impact Investing, also known as Socially Responsible Investing (SRI), is not the same thing for everyone. It can best be described as an investment in governments and private sector firms that investors believe hold value of importance to the impact investor.
Several factors come up with many socially conscious investors, including:
- Environmental Concerns
- Consumer Protection
- Religious Beliefs
- Human Rights
The wealth management experts at Magellan Financial have the experience to handle any of your needs or concerns related to SRI.
How Does Impact Investing Work?
Impact Investing can be done in either a passive or active manner. A passive fund manager would screen for companies and/or governments that are currently making decisions that meet their specific criteria. The active manager would be more interested in shareholder advocacy, making proactive decisions on investments to influence corporate decision-making.
How eMoney Integrates Into Our Process
Our Investment Planning 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 ensure every financial decision aligns 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 ensures that your strategy adapts 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 Investment Planning and Investment Management process, Magellan Financial Advisors offers you:
- Get started in your 20s by paying off debts and contributing to your 401K
- Plan for your family in your 30s by ramping up your 401K and starting a 529 plan
- Refocus your plan in your 40s to ensure your retirement savings come first
- Pay your mortgage and make catch-up contributions in your 50s to prepare
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 Investment Planning experience.