Schedule a Meeting

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Convenient, Online Profile Access to Financial Accounts and Information

[/vc_column_text][vc_separator icon=”fa-archive” align=”left” color=”#163463″ iconcolor=”#163463″][vc_column_text]The Christian Financial Advisors® System provides the capability to bring together ALL of your financial accounts and holdings in one place.

ONE login to view ALL your financial data.

CLICK HERE for information on the security of the system.[/vc_column_text][/vc_column][/vc_row][vc_row top=”30px” bottom=”10px”][vc_column][vc_column_text]

Simple Consolidated Management

[/vc_column_text][vc_separator icon=”fa-unlock-alt” align=”right” color=”#163463″ iconcolor=”#8da54f”][/vc_column][vc_column][vc_row_inner][vc_column_inner width=”1/4″][vc_single_image image=”2718″ img_size=”full” style=”vc_box_rounded”][/vc_column_inner][vc_column_inner width=”3/4″][vc_column_text]You will have access to your own personalized website to view your accounts, run reports, create budgets and much, much more. Plus, we can help you set up a quick link on your mobile device for easy access.

The Vault

Another unique feature of this system is The Vault. The Vault is an online document repository where you can store ALL your valuable personal documents such as wills, trusts, insurance documents and passports securely.[/vc_column_text][/vc_column_inner][/vc_row_inner][vc_separator icon=”fa-unlock-alt” align=”left” color=”#163463″ iconcolor=”#8da54f”][/vc_column][/vc_row][vc_row top=”20px” bottom=”20px”][vc_column][vc_column_text]

8 Reasons Why You Should Use The Christian Financial Advisors® System powered by eMoney

[/vc_column_text][vc_empty_space height=”20px”][vc_service icon_name=”fa-credit-card” title=”1. Identity Theft Protection” icon_color=”#8da54f”]Instead of having to go to each separate bank account, credit card account, debit card account, savings account, and investment account on a daily or weekly basis you can now see all of them at one time. You can see them anytime with just one password and know immediately if anyone other than you has touched any of your accounts or assets.[/vc_service][vc_empty_space height=”30px”][vc_service icon_name=”fa-bell” title=”2. Automatic Account Alerts” icon_color=”#8da54f”]Set up automatic text or email alerts to notify you when any of your accounts has had a check, debit or charge from $1 to $1000 that tells you where and when it was done. You set the minimum amount you want to be notified for.[/vc_service][vc_empty_space height=”30px”][vc_service icon_name=”fa-money” title=”3. Automatic Monthly Budgeting” icon_color=”#8da54f”]Know what you are spending on everything like utilities, groceries, clothing, eating out, home maintenance, etc. on a daily and monthly basis and if you are over or under your personal budget that you set.[/vc_service][vc_empty_space height=”30px”][vc_service icon_name=”fa-archive” title=”4. Digital Vault” icon_color=”#8da54f”]Have instant access to your important documents in any emergency like medical or financial power of attorney, passport information, insurance policies, estate planning documents or even tax returns.[/vc_service][vc_empty_space height=”30px”][vc_service icon_name=”fa-ship” title=”5. Retirement Planning” icon_color=”#8da54f”]Know anytime (because it is updated daily) if you have enough saved for your retirement years based on your present spending, balance sheet and budget.[/vc_service][vc_empty_space height=”30px”][vc_service icon_name=”fa-flash” title=”6. Survivor Planning” icon_color=”#8da54f”]Know anytime if you have enough assets and life insurance to take care of your spouse and children, should pre-mature death occur.[/vc_service][vc_empty_space height=”30px”][vc_service icon_name=”fa-calculator” title=”7. Balance Sheet of Assets and Liabilities” icon_color=”#8da54f”]Know your net worth anytime and how it breaks down by asset and liability category.[/vc_service][vc_empty_space height=”30px”][vc_service icon_name=”fa-pie-chart” title=”8. Investment Allocation” icon_color=”#8da54f”]Know anytime how your investments and retirement plans are allocated by asset class and how you are diversified. This is a great feature for anyone using multiple investment advisors to make sure they are not all buying the same thing and that you are really getting diversification.[/vc_service][/vc_column][/vc_row][vc_row top=”20px” bottom=”20px”][vc_column][vc_column_text]

Call (830) 609-6986 to set up an appointment with a representative at Christian Financial Advisors® group!

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