CLIENT EXPERIENCE

At Elevage Partners you'll find the right blend of personal attention and powerful technology. Our team members will provide guidance and expertise. And our suite of financial planning and account tools puts information at your fingertips 24/7.

eMoney Personal Financial Planning Website

Create your own eMoney financial planning website where you can see all of your financial information in one place. By linking to all of your accounts, you can get an overall view of your finances. Plus, you can enter your personal insurance coverage and see your employer-provided benefits.

Having all of your financial information available at a glance empowers you to make better, more informed financial decisions. We also offer a Client Portal where you can check on your investments, run performance reports and download account statements.

And if you would like advice you can choose to securely share some or all of your information with us. To receive a complimentary subscription to eMoney, please contact us.

Everplans

Everplans is a secure digital archive of everything your loved ones will need if something happens to you. Read estate-planning checklists and decide what you want to share with your family and advisors. Your archive can contain:

  • Wills, trusts and insurance policies
  • Important accounts and passwords
  • Info about your home, such as bills and vendors
  • Health and medical information
  • Advance directives and do not resuscitate orders
  • Final wishes and funeral preferences

To receive a complimentary subscription, please contact us.

The Conversation Project

The Conversation Project is dedicated to helping people talk about their wishes for end-of-life care. Almost everyone says that talking with their loved ones about end-of-life care is important. But only about a quarter of people have actually done so.

We highly recommend downloading The Conversation Project’s starter kit. It’s a step-by-step guide about how to think about the issues, then raise the topic with your loved ones. And it provides information about health care proxies and living wills. Taking with loved ones before a medical crisis happens gives everyone a shared understanding of what matters most to you.

FamZoo

FamZoo is the perfect way to teach your kids the ins and outs of managing their own money. FamZoo is a virtual family bank — a web application that helps parents teach children the practical skills they’ll need. FamZoo bridges the huge educational gap between the piggy bank and the electronic payment world that we live in.

Parents can set up IOU accounts or prepaid card accounts to help manage ongoing financial tasks, such as tracking chores, paying allowance and saving or spending birthday money. You set up the tasks, you manage allowances and all members of your family can see what’s going on in one location. Your kids even get their own login.

To receive a complimentary one-year subscription, please contact us.