Case Study: Life Planning Partners achieves 25% faster onboarding and an elevated client experience with eMoney

Life Planning Partners Elevates the Client Experience with eMoney

Life Planning Partners, a Jacksonville-based SEC RIA serving roughly 80 high-net-worth families, needed a cloud-based financial planning tool with a client portal and goal-based planning capabilities to replace their legacy NaviPlan system. The firm, led by founder Carolyn McClanahan, chose eMoney’s financial planning software and Client Portal in February 2014 to give advisors and clients secure, anytime access and a more intuitive interface for comprehensive planning.

eMoney’s solution enabled Life Planning Partners to cut initial planning and onboarding time by about 25% (from eight weeks to six), add 23 new clients without increasing staff, and achieve roughly 70% active client Portal usage. The firm also uses eMoney’s secure Vault for document storage and remote plan reviews—critical for the roughly 40% of clients outside Jacksonville—delivering greater transparency, efficiency, and a markedly improved client experience.

Life Planning Partners

Carrie Jones

Certified Financial Planner