# What types of planning capabilities does eMoney provide?



##### Post Metadata
- Posted at: almost 7 years ago
- Net upvotes: 1


## Comments
### Comment 1

•	Cash Flow Planning: Quickly review and analyze the details of your clients' plans for their entire lifecycle, build comprehensive planning techniques, and show your client deliverables that range from interactive overviews to in-depth discussions on topics such as tax planning and estate planning.

•	Goals-based Planning: Focus your client conversations on important life goals and compare detailed plans for achieving those goals.

Foundational Planning provides a streamlined workflow that simplifies goal-funding conversations while Advanced Planning supports goal-focused discussions with cash flow simulations to support your advice. With eMoney, you can scale your planning conversations all from within a single platform.


##### Comment Metadata
- Posted at: almost 7 years ago




## Related Product
[eMoney](https://www.g2.com/products/emoney/reviews)

## Related Category
[Financial Analytics](https://www.g2.com/categories/financial-analytics)

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