How do I prepare for a review meeting?

For your in depth review, please be in front of a screen, preferably a desktop or laptop. This is the best way for us to share relevant information with you. If we are not meeting in-person, we will meet via Zoom. No, you don’t have to be on video (although we like to see your smiling face).

Prior to our meeting, please log in to eMoney to ensure that the financial information is correct and your connections are active.  Please contact us if you have any trouble accessing your site.

Our most productive discussions will come by having accurate, up-to-date information.

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