Hey {first_name}!

Wanted to reach out and remind you to go checkout the free resource tool called emoney. I sent you a video about it last week. In case you didn’t see it, I’m putting it in this message so you can watch it. It’s only 2 minutes. My other clients have found it to be very valuable and I think you will too.

YOUR FREE PERSONAL FINANCIAL WEBSITE

The online tool is secure and non-transactional. It’s for organizing and viewing your financials, not moving money around. Sync it with your bank, credit cards, mortgage, investments, etc in order to:

Create financial goals for you and your family
Track expenses so you know where your money is being spent
Keep track of you taxes
Have a greater understanding of your budget so you can save more money
Print reports like income tax, balance sheets, investments, and more
And there’s a secure online vault to digitally save your important documents like wills, taxes, loan documents

I’d love to hear your thoughts about this great financial tool. Feel free to book a quick chat with me on my calendar and I'll walk you through how it works. It's simple and easy to use. I think you'll really like it.

Looking forward to talking to you soon!

Rich Claypool

Infinity Credit and Financial Services

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