eMoney: Uncovering and Aligning Clients’ Financial Priorities

Jordan Bilodeau, CFP®, partnered with eMoney to explore how financial planners can uncover and align clients’ priorities by using the pyramid of priorities as a flexible framework. From foundational needs like insurance and debt management to aspirational goals like legacy planning, the piece emphasizes discovery conversations, visualization tools, and ongoing check-ins to keep clients engaged and balanced. The result is a personalized, long-term financial plan that adapts as clients’ lives evolve.

Check out the article on eMoney here > Uncovering and Aligning Clients’ Financial Priorities

About The Author

Jordan Bilodeau, CFP®

Jordan Bilodeau, CFP®, CEPA, is the Director of Planning & Strategy at Spaugh Dameron Tenny, where he leads firmwide planning initiatives and helps clients navigate complex financial decisions. With experience in portfolio design, tax strategies, and business succession planning, Jordan works with executives, physicians, dentists, and successful retirees to coordinate every aspect of their financial lives. He holds both the CERTIFIED FINANCIAL PLANNER® and Certified Exit Planning Advisor designations and has a Master’s degree in Wealth and Trust Management, providing tailored guidance for clients.

eMoney - Uncovering and Aligning Clients’ Financial Priorities

Aug 19, 2025 9:21:24 AM

About The Author

Jordan Bilodeau, CFP®