Where Do You Stand Financially?

With the Lifewise eMoney dashboard, you can get a snapshot of your financial picture. Track account balances and spending, monitor investments, create a budget and more!

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Lifewise eMoney Dashboard

Pull all of your accounts — 401(k), checking, savings, credit cards and more — into one, consolidated view for a complete picture of your finances, updated in real time.

Organizer

Gain valuable insights into your finances when it’s all organized in one place.

Workshop

Enjoy on-demand financial planning workshops at your leisure when you need a little guidance.

Education Center

Videos, articles and other learning resources are at your fingertips in our extensive online library.

Spending

Monitor bank accounts and credit cards for an accurate look at your spending habits.

Investments

Keep track of all the assets in your portfolio and monitor the value of each over the lifetime of your investments.

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Security and Alerts

Vault

Tired of receiving countless paper statements? Store all your personal and financial documents in this secure digital filing system.

Alerts

Sign up for email and mobile alerts to keep your finances top of mind.

Mobile Access

Get a complete view of your financial information from the palm of your hand.

Newsletters

Sign up for our quarterly e-newsletter to receive financial tips, planning ideas and more from Lifewise.

Need Advice?

Check out our Invest, Plan and Consult options to work directly with one of our Certified Financial Planners.

Schedule a Free Consultation

Questions? Contact us. We’re here to help.

Lifewise

3800 American Blvd. W.
Suite 1000
Minneapolis, MN 55431


952-563-6901

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