Compass Center

Life In A Box

Organize, Simplify, Monitor, Store, Access, View, Trust

Pacific Wealth Management’s Compass Center is our client’s personal financial website.  This robust financial planning and communication technology keeps them better informed and in control of their financial world.

In a single and secure organized location, you will access everything you own and everything you owe.  Whether you are monitoring daily or long-term financial progress, you can view it 24/7 on your mobile device.  Compass Center also includes a personal vault with the highest level of security protection, providing unlimited online storage for any and all important documents, photos, videos and music.

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Pacific Wealth Management’s Compass Center is powered by the eMoney platform that integrates financial planning and wealth management. For our clients, eMoney delivers an easy to use system to track and manage your balance sheet, investments and documents in one convenient and secure location. It supports our advisory process by providing a powerful engine capable of generating comprehensive financial planning analytics, calculating cash flow projections and modeling what-if scenarios.