Technology
eMoney
At 21 Goats Financial Planning, we use the latest in finance management software to give our clients comprehensive, secure, and intuitive control over their entire financial picture. Watch this video to take a quick tour of the software we use.
Account View 2.0
Providing our clients with connectivity and convenience allows them to spend more of their time enjoying life. If you have an investment relationship with us, Account View 2.0 allows you to access your information anytime, anywhere with mobile and desktop applications. Track account balances in real time and access account documents as soon as they are available.
What’s Next
Wondering how our process works?
Download our Client Service Timeline for a detailed overview of how we would work together.
Ready for a conversation?
Book a time to Zoom meeting or chat on the phone to explore working together.
Wondering how our process works?
Download our Client Service Timeline for a detailed overview of how we would work together.
Ready for a conversation?
Book a time to Zoom meeting or chat on the phone to explore working together.
QUICK LINKS
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/ SIPC.
View LPL Financial Form CRS
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
View this firm’s Relationship Summary.
© 2024 21 Goats Financial Planning
