Founded in 2014 by Aaron Baker, Baker & Associates focuses on strategic and financial planning for organizations, businesses, and individuals.
Determined to realize his motto, “our best client is an informed client,” Baker combines his love of financial literacy, wealth management, and financial planning to help his clients, who range from Millennials to Baby Boomers, achieve their financial goals.
After reviewing financial planning platforms, Baker turned to eMoney. But to help his clients achieve their goals, he wanted to get up to speed quickly with the software.
Baker attended the eMoney Planning Fundamentals Workshop, a one-day, hands-on session that covers advanced planning techniques, goal planning, impact analysis of decision-making, estate planning, and presentations.
The training also provided a product overview that helped Baker understand how the platform can help him increase the productivity of his client meetings.
As a result of attending the eMoney training, Baker feels that he can more effectively apply eMoney’s capabilities.
Baker and his clients are benefiting from the product and planning knowledge he gained from eMoney training. He is now better prepared to help his client base, which spans a range of ages from young parents to retirees, meet their varied financial goals.
“eMoney continues to exceed my expectations. With the eMoney training sessions, I’m able to maximize my use of the software to help my clients.”