We’re looking forward to working on your plan!

Here’s some additional information to help you get started and prepare for our meeting

As a client of Common Interests, you have access to our client portal, powered by eMoney. This powerful tool allows you to view all your financial accounts in one place, track your spending and budget, set goals, and even collaborate with us in real-time. Here are just a few of the benefits and features of our client portal:

  1. Secure access: Your data is always secure, with two-factor authentication and bank-level encryption.
  2. Easy to use: Our user-friendly interface makes it easy to see all your financial information in one place.
  3. Collaborate with us: We can work together to make sure you’re on track to meet your financial goals.
  4. Track your progress: Our portal lets you track your spending, budget, and goals, so you can see your progress over time.

If we haven’t sent you an invite to eMoney yet, we will do so in the next few business days. Now that you’ve booked this appointment, your next step is to go through the onboarding tool in eMoney, which will help us get started on the foundation of your financial plan.

To get the most out of your first meeting with us, we recommend that you come prepared with the following (the onboarding process should help you get started with some of this):

  1. A list of your financial goals: What are you hoping to achieve with your finances? Whether it’s saving for retirement, buying a house, or paying off debt, we want to know what’s important to you.
  2. Information about your current financial situation: Make sure to have access to your logins (usernames and passwords – please NEVER SHARE THIS INFORMATION WITH US) to any accounts related to your current financial situation, including bank and investment accounts, credit cards, and mortgages or loans. If you don’t have online access to these things, we can review statements from them, which you can upload to the eMoney Vault. Here’s a full fact finder if you’d like to see the kinds of things we look for.
  3. A willingness to learn: We’re here to help you understand your finances and make the most of your money. So come prepared to ask questions and learn about the tools and strategies that can help you in your desire to reach your financial goals.

We’re looking forward to meeting with you and helping you take control of your financial future! If you have any questions or concerns, please don’t hesitate to reach out to us.

So what does this thing look like?

and how does it work? click the icons below for detailed guides on the major features and how to use them.

Organizer

Connect all your accounts for a consolidated view of your entire financial picture

Vault

Safely store your most important financial documents, accessible 24/7

Budgeting Tools

Set budgets to help reach your savings goals

Goals

See if you’re on target to reach your most important goals

Secure

Built with your privacy and security in mind.

We’ll See you soon!

Ruth is looking forward to meeting you - if you have any questions ahead of the meeting, use this form to get in touch!

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©Copyright - Common Interests, LLC 2022
Common Interests, LLC is not a registered broker-dealer nor a registered investment advisor.
Common Interests, LLC and Vanderbilt Financial Group are separate and unaffiliated entities
Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates.
Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Clearing agent: Fidelity Clearing & Custody Solutions
Advisory Services offered through Vanderbilt Advisory Services. Clearing agent: Fidelity Clearing & Custody Solutions
Insurance Services offered through Vanderbilt Insurance and other agencies
Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 • 631-845-5100
This communication is strictly intended for individuals residing in the state(s) of AZ, CA, CO, CT, DE, FL, ME, MD, MA, MI, NH, NJ, NC, PA, VA, & WA. No offers may be made or accepted from any resident outside the specific states referenced. Common Interests does not provide Tax or Legal advice. Consult a qualified professional on tax and legal matters.

For additional information on services, disclosures, fees, and conflicts of interest, please visit https://www.vanderbiltfg.com/disclosures

Links to outside websites are provided as a convenience and for informational purposes only. The links are not part of Vanderbilt Financial Group. This web site, and the links to outside web sites does not mean that Vanderbilt Financial Group endorses or accepts any responsibility for the content, or the use, of the web site. Vanderbilt Financial Group does not guarantee the sequence, accuracy or completeness of the data or other information appearing on the linked pages. The company assumes no liability for any inaccuracies, errors or omissions in or from any data or other information provided on the pages, or for any actions taken in reliance on any such data or information.

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