Financial Planning: Visualized

Creating your own financial plan? Use eMoney’s Personal Financial View to see all your finances and plan for a better future, including:

Monitor and track Net Worth and Cash Flow.

View and plan Investments and allocations.

Plan Retirement scenarios, including Social Security.

See Lifetime Taxes and plan to pay less.

Simple Set-Up

Breeze through an intuitive process to get started.

Your Financial Life in One Place

Connect all your accounts and see all your goals in one place.

Track Progress

Add, personalize, and track progress toward your goals. Use spending and budgeting tools to control cash flow.

Digital Vault

Securely store your important files and access them anywhere through a secure login. 

*Privacy Note

eMoney is used by Financial Planners at LaxFP for planning with their clients. If you are not a client of LaxFP, you may use our subscription to conduct your own financial planning. Note that any data entered into eMoney (except transactions) will be viewable by LaxFP planners and staff. If you would prefer us not to view your financials, send us an email at with “eMoney Privacy Mode” in the subject line. We will leave your profile alone and not view it. (Note: We cannot disable our viewing of your data. We can only refuse to look at it.) If this makes you uncomfortable, know that any data you put into any other financial software is view able by people and algorithms that are using it. At least this way you know exactly who has access to it. And we promise to respect your wishes with it.