Case Study: Simonet Financial Group achieves higher fees and stronger client engagement with eMoney

Simonet Financial Group Increases Value and Revenue with eMoney

Simonet Financial Group, a fee-only planning firm founded by Bill Simonet and based in Kyle, Texas (with $2.5M AUM), faced the challenge of delivering holistic, planning-first advice using a piecemeal tech stack (MoneyGuidePro, spreadsheets, templates). Seeking a single, client-facing solution to simplify plan delivery, asset tracking, and ongoing engagement, Simonet selected eMoney (an eMoney user since 2014) to support its consultative, fiduciary approach.

Simonet integrated eMoney as the firm’s core service offering—using its client portal, aggregation, Decision Center and custom reporting daily—to boost client collaboration and transparency (portal adoption ~60–70%). According to Simonet, eMoney directly enabled higher fees and retention: plan pricing rose from $1,200 to $3,500–$5,500, some clients now retain ongoing coaching up to $10,000/year, and eMoney has become the central revenue-producing vehicle for the business.

Simonet Financial Group

Bill Simonet

Managing Principal