Horizon Advisers Holistic Financial Planning Case Study

This case study outlines the financial planning approach of Horizon Advisers, which emphasizes a holistic methodology in addressing the interconnected financial aspects of clients' lives. Founded in 2012 and headquartered in Troy, Michigan, the firm has grown to serve nearly 1,000 households, with a significant portion of new assets attributed to their comprehensive planning services. The firm utilizes eMoney Pro, a financial planning tool adopted in 2015, to enhance its service offerings. The case study details how eMoney supports the firm's processes, particularly in generating cash flow reports and scenario modeling, which aid in tax planning and decision-making for clients. The firm’s commitment to in-depth financial planning is reflected in its staffing structure, where a dedicated team manages the creation and maintenance of client financial plans. The case study concludes by highlighting the value of eMoney in providing clients with confidence in their financial futures through clear visualizations of their financial paths.