Broker Check

Cedar Rapids Office

4840 North River Boulevard NE,

Suite 100
Cedar Rapids, IA 52411

eMoney Financial Plan

NOTE: This section is reserved for clients of Tom Fox.

eMoney is a financial planning tool we use to monitor and track all of your retirement planning goals.  The site provides comprehensive financial plan for my clients with its streamlined and engaging technology.  It collects current values for investments you have through me, plus may be able to link outside bank accounts, credit cards and qualified retirement accounts.  

Features of eMoney include:

  • The ability to track and monitor spending via the budgeting tool
  • Updated net worth for all of accounts and investments entered in the site
  • Access to our "vault" that provides unlimited and safe storage of your important legal and investment documents
  • A client portal where you can access the system at anytime via the website or app "incentive" available on both the google playstore and apple itunes.

You will need your Client User ID and Password to access information provided by each link.  Blake Helms, in my office, can help you register on the site and with any other questions you may have.  He can be reached at or 319-200-8184.  If you do not have your Client ID and Password, or you have misplaced them, please call us or send an e-mail.

To login go to: 

Wealth Financial Plan at eMoney

Mobile App:



* The services, tools and information, as well as privacy and security measures, offered herein are provided by eMoney Advisor, LLC. For more information on eMoney’s privacy policy and security safeguards, please visit Osaic Wealth and Strellner Agency Group make no representations or warranties of any kind about the information, products or services contained herein.