This session will go step-by-step through the client lifecycle, highlighting common client problems while layering in how technology can address these needs throughout a client’s lifetime. The lifecycle begins with initial wealth accumulation followed by the stage identified as navigating needs/goals. The next stage is referred to as retiring with confidence, finally ending with the leaving a legacy stage.
eMoney Advisor
Financial Planning Analyst
Before joining eMoney in June of 2016, Ryan attended UMass Amherst where he earned his B.A. double majoring in Economics and French, and then his M.A. in French. While completing his Master’s degree, he taught French at UMass for two years and English at the University of Toulouse in France for a year as well. Ryan passed the CFP Board exam in November of 2017 and is now working towards fulfilling the experience requirement so that he can begin using the marks. In his free time he enjoys traveling and running.
eMoney Advisor
Financial Planning Analyst
Kathy graduated from UCSD with a double major in political science and communications. She completed her CFP courses at SDSU and plans to take the exam in March of 2019. Kathy has been with eMoney since February 2016 - fun fact my hire date was Feb 29th! In her spare time she loves cooking, dancing, and spending as much time with her family.