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The Basic Package at emPowers offers a solid foundation for anyone looking to start managing their finances more effectively. This package includes connecting all your financial accounts—banking, investments, 401Ks, etc.—through third-party software, ensuring all your financial data is accessible in one place. Additionally, it standardizes all historical transactions from a specified time period, providing a clear and organized overview of your financial history. This package is perfect for individuals or families who want a straightforward approach to systematically organizing their finances.

The Intermediate Package at emPowers builds on the Basic offering by not only connecting and standardizing all your financial accounts, but also by analyzing your spending habits to identify potential savings. This analysis helps to uncover inefficiencies and opportunities for better financial management. It’s ideal for those looking to refine their financial strategy and gain deeper insights into where they can cut costs and optimize investments. This package is perfect for individuals or families ready to take a more proactive approach to their financial health, ensuring that every dollar is working effectively towards their goals.

The Advanced Package provides the most comprehensive financial management tools available at emPowers. Along with all the benefits of the Intermediate Package, it includes the creation of a detailed 12-month financial forecast, allowing you to plan ahead with precision. This package also integrates your budget into third-party software, enhancing ease of tracking and visibility. Additionally, it includes two complimentary consulting sessions within the first six months to help you adjust your financial plan as needed, ensuring maximum effectiveness in meeting your financial objectives.