Organizing Your Finances

For clients who choose to do so, Cahwaba Financial can provide online access to all accounts managed by our firm in one consolidated location. Through our partner, eMoney, clients can log into their unique account and view balances and account information at their convenience.

Even more, clients also have the option of adding financial accounts held outside of Cahawba Financial. Consider your eMoney account a complimentary way of organizing all of your finances. In many cases, you can sync your eMoney account with the institution to provide real-time account values and balances. This includes:

  • Checking Accounts

  • Savings Accounts

  • Credit Cards

  • Brokerage Accounts and other Investment Accounts held outside of Your Choice Wealth

  • Life Insurance

  • Home Value and Mortgages

Outside accounts are only visible to the client, while those under management can also be viewed and serviced by the Cahwaba Financial team.

If you are interested in learning more about eMoney, please contact our office at 205.699.3500.

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Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

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