Collaborative Tools

Your financial life is complex and constantly changing. GMA eMoney can help you organize your financial life in a way that is quick and easy. It automatically tracks and monitors your cash-flow and investments so you can spend your time and energy thinking creatively and strategically about your financial life, not just keeping up.

It takes about an hour to get started and 1-2 minutes a day to stay on top of it.

Life can be crazy busy and staying on top of all aspects of your financial life is difficult. The Monthly Planner makes it easier to proactively plan and manage your financial life in the context of your daily calendar. It helps keep your goals visible, break down big decisions and long-term goals into more manageable tasks and improve communication with your spouse.

Thirty minutes a month with this tool is all it takes.

Money is often a factor in life’s biggest decisions, but rarely is it the most important. Whether it’s buying a home, choosing the right school or making a major donation, The Big Decision Worksheet provides a way to identify and synthesize all the elements of a decision so you can make it with clarity and confidence.

Use this tool as needed to make big decisions. Takes 1-2 hours.

Goal setting is easier said than done. Our intuitive simple-to-use goal-setting process can help you quickly identify potential goals, prioritize them and outline the steps you need to take to achieve them.

Use this tool twice a year. Once to set goals and once to review your goals. Takes 1-2 hours.