Think about your future: What’s on your bucket list? What does life look like for you and your family? EWM Digital allows you to try out a range of life scenarios, see the real-time impact of your choices and assess the risks of what-if events on your ability to achieve your objectives, which may include:
◆ Early Retirement
◆ Business Succession
◆ Financing a College Education
◆ Funding Parental or Long-Term Care
◆ Coordinating Estate Planning and Multigenerational Wealth Transfer
Where is your money going every month? Are you saving enough to meet your goals? How much is enough, anyway? EWM Digital helps you monitor — and better manage — your daily cash flow, uncover your spending patterns and make improvements so you can stay on track with your long-term financial plan and savings goals. You’ll benefit from:
- A complete snapshot of your daily transactions across all of your financial institutions.
- Customizable spending categories that allow you to get a realistic picture of your expenses.
- A budget-builder based on your spending history and cash flow patterns, allowing you to plan for future purchases.
Say goodbye to data-heavy, paper-based portfolio reports and charts. EWM Digital provides you with a detailed and up-to-date summary of your investments, including your asset allocation, historical investment account balances and current account values. You can also gain access to new and relevant market insights, allowing you to stay informed about the issues that matter most to your investment strategy and goals.
Think of your net worth as the hub of your financial plan. Knowing your net worth number helps you create and maintain a budget and allows you to prioritize paying off debt. And now, your net worth statement is easily accessible with EWM Digital. Get a consolidated, organized list of your assets and liabilities and their current values, updated automatically as your situation and goals evolve over time.