Case Study: Third Eye Associates delivers transformative financial planning with eMoney

Third Eye Associates engages 30 new planning clients a year with eMoney

Third Eye Associates, a financial planning firm, was founded by Beth Jones to address a perceived lack of client focus in the industry. The challenge was to provide a more holistic and transformative experience for their mass affluent clients by combining deep life planning with ongoing financial planning. To achieve this, the firm needed a platform from a vendor like eMoney that would give clients insight into their own financial behaviors and empower them to change.

The solution implemented was eMoney's Pro platform, which provided an engaging client portal for cash flow visualization and a secure vault for document sharing. This enabled clients to actively monitor their finances and understand the impact of their decisions. The results were remarkable client engagement and success, with clients taking ownership of their plans and reporting newfound peace of mind. The firm also onboarded approximately 30 new planning clients per year.

Third Eye Associates