Charles Schwab & Co., Inc. (“Schwab”) is a registered broker-dealer, and is not affiliated with any advisor(s) whose name(s) appear(s) on this website. “Gianola Financial Planning, LLC” is independently owned and operated. Schwab neither endorses nor recommends any particular advisor or investment strategy. “Gianola Financial Planning, LLC” provides investment advisory services for your account. Schwab has agreements with “Gianola Financial Planning, LLC” under which Schwab provides “Gianola Financial Planning, LLC” with services related to your account. Schwab does not review the “Gianola Financial Planning, LLC” website, and makes no representation regarding the content of the website. The information contained in the “Gianola Financial Planning, LLC” website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.
We implement eMoney as our cutting edge financial planning platform, allowing us to view and monitor all of your financial assets and liabilities, provide cashflow analysis, and track progress toward your financial goals.
Use eMoney’s online portal to:
- View real-time net worth, budgeting, and financial goal information.
- Link new financial assets to your plan.
- Upload documents to your advisor using the document vault.
Please click on ShareFile image or the button below to send us your documents securely.
