Rooted Vision

Rooted Vision Rooted Vision Rooted Vision

Rooted Vision

Rooted Vision Rooted Vision Rooted Vision
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About Us

Camille spent nine and a half years at eMoney Advisor®  building training programs (internal & external), implementing new systems & technology, and refining the sales & retention processes - She is an expert on how to implement eMoney into your business in the most aligned and successful way, based on your vision, values, and goals. 


Camille can teach you how to lead with eMoney®, deliver high-value planning, and increase client engagement and trust overall.  

Services

eMoney Planning Process Consulting

eMoney Planning Process Consulting

eMoney Planning Process Consulting

When was the last time you evaluated and optimized your eMoney planning process? Are you leveraging the platform to its full potential? I can help ensure you're delivering comprehensive, scalable financial planning while maximizing efficiency for your business.

eMoney Client Portal Consulting

eMoney Planning Process Consulting

eMoney Planning Process Consulting

Implementing a seamless client experience through the portal requires a distinct skill set and process compared to delivering planning with eMoney® .

Without tailored implementation for your firm, it's easy to encounter roadblocks, create process gaps, and end up with a subpar client experience—ultimately increasing your workload.

Implementation

eMoney Planning Process Consulting

Implementation

I can oversee the implementation, provide training, and ensure successful execution, tailored to your firm’s specific needs.

Next Steps

1. Schedule your Discovery

1. Schedule your Discovery

1. Schedule your Discovery

All client relationships start with a complimentary Discovery Call with me, where I ask key questions about your business—stakeholders, needs, book of business, current processes, and challenges. This helps determine how (and if) I can best support you.

Schedule Here

2. Proposal

1. Schedule your Discovery

1. Schedule your Discovery

If there’s potential for us to work together, we schedule a Proposal Meeting on the spot. In that meeting, I present the proposal of work and pricing. If we agree to work together, we book our next meeting then and get to work.

3. Execute

4. Refine (as needed)

4. Refine (as needed)

Getting it Done

4. Refine (as needed)

4. Refine (as needed)

4. Refine (as needed)

Option to work with me on a retainer basis, if needed

Contact

Email Camille

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Rooted Vision Consulting, LLC

Pricing

The way we charge depends on the scope and scale of work. Proposals may be structured as:


  • Hourly rate (for Consulting Calls or Process Triage® Only)


  • Retainer-based pricing


  • Milestone-based pricing


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