financial planning

Do It Yourself
Financial Planning

Free to participants in our 403(b) program.

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For those who have a 403(b) account with WEA Member Benefits, we have an exciting new interactive wealth management tool called eMoney. It is designed to ensure transparency and provide holistic planning for those who participate.

Once you have enrolled in the portal, you will have these services available to you:

  • A personal website with 24-hour access to all your financial information.
  • Account aggregation with budgeting.
  • Goal monitoring.
  • Investment updates.
  • An encrypted Vault for storing documents.
  • Mobile web access.

WEA Financial Advisors, Inc. offers this service AT NO ADDITIONAL COST to those who participate in our 403(b) program.

The eMoney tool helps our financial planning staff provide you with the best strategic advice available by providing up-to-date and accurate financial information to help you make informed investment and lifestyle decisions.

If you would like to learn more about eMoney or get started, simply fill out the form below and our staff will be in touch shortly.

Yes, I would like to get started with eMoney.

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