Your Financial Dashboard

When you work with Voyage Planning Group, you’ll have access to a comprehensive dashboard for oversight and management of your finances. Some of the features included in the dashboard include:

  • A comprehensive view of all of your accounts, aggregated to one place, that is auto-updated each night.
  • Collaboration among your attorneys, accountants, and other third-party professionals
  • Access to your online “vault”, which keeps track of your valuable documents, including wills, passports, etc.
  • An interactive interface which allows us to meet your needs immediately.
  • Access to your VIP services and awards accounts, such as airline miles.
  • Comprehensive, customized reporting features, so you always know how your finances are doing.
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*This site is for current clients of Voyage Planning who have subscribed to eMoney Advisors Wealth Management Solutions. eMoney Advisors, Voyage Planning Group, and New York Life and its subsidiaries are not affiliates.