Rooted Planning Group used eMoney to build a sustainable, fee-only financial planning practice focused on long-term client relationships and personalized service. Founded in 2016, the firm serves over 225 clients nationwide with a team of nine, adding a steady stream of new clients each month. By adopting eMoney Pro, the firm improved planning efficiency, enhanced client engagement, and supported data-driven decision-making. Managing growing assets, Rooted Planning strengthened its ability to deliver comprehensive financial planning and investment management. This approach enabled scalable growth while maintaining a client-centered philosophy, helping ensure consistent, high-quality financial guidance and a resilient business model.

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