Case Study: Rooted Planning Group grows a fee-only planning practice with eMoney

Rooted Planning Group grows 20% annually with eMoney

Rooted Planning Group, a fee-only financial planning practice, sought a robust financial planning tool to support its rapid growth and planning-first business model. After starting with 30 clients and quickly growing to 100 within 18 months, owner Amy Irvine needed a solution from a vendor like eMoney that could handle the complex needs of her clients, many of whom were Gen Xers who didn't meet high investable asset minimums.

Using eMoney's Pro platform, specifically its Decision Center and Multi-View dashboards, the firm implemented powerful scenario modeling to show clients the long-term impact of their financial decisions. The solution from eMoney led to an average year-over-year growth of 20 percent for Rooted Planning Group and significantly improved client retention by demonstrating the ongoing value of comprehensive financial planning.

Rooted Planning Group