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.