Hi Everyone. In this video, ECF Founder Sergio will go through the ECF for Financial Professionals service offering. Thank you for tuning in! To schedule a demo, please visit https://elcaminofinancial.com/ or email hello@elcaminofinancial.com. Thank you!
Video: ECF For Financial Professionals Read More »
Now that we’ve explored the founding story of ECF, it’s time to introduce you to our powerful personal finance app. Our app not only generates a snapshot of your financial status but also tracks your financial journey over time. This financial snapshot is built upon essential calculations employed by financial advisors to assess financial strengths and weaknesses. In forthcoming posts, we’ll delve into each calculation in detail. In the meantime, you can find a summary of these calculations in our FAQ section. Today, let’s focus on how you can create your inaugural financial snapshot. Before we proceed, make sure to register for a free ECF account here. Onboarding with ECF – Here we have a prerecorded video if you prefer to watch it. We have made a few updates to our application since the making of this video but it still provides you all the information you need to generate your first financial snapshot. Welcome to the start of your ECF personal finance journey! 😊 Upon your initial login, you’ll land on the Home page. Here, you’ll find a warm welcome message and links to introductory videos about ECF. You can choose to watch the videos or continue reading this post. Feel free to navigate around the platform and familiarize yourself. When you’re ready, click “Start Now” to begin creating your financial snapshot. Important Notes Before We Begin: Before we dive into crafting your first financial snapshot, here are a few important points to note: Now, let’s proceed to each section: Income After naming your personal finance snapshot, please provide your income details, then click “Continue.” Expenses Provide your expenses, and feel free to review the list to see if there’s anything that doesn’t apply to you, which you can delete. Assets Next, you’ll enter your assets, categorizing them as “Liquid,” “Illiquid,” or “Retirement,” along with descriptions and values. Debts Provide details about your debts. Goals Lastly, share a few financial goals that serve as reminders of why you’re working to improve your finances. Submit Once you’ve completed the sections, click “Submit.” Your financial snapshot will be instantly generated and will resemble the example below: Voila! You now have your first ECF snapshot. Stay tuned for our next post, where we’ll explore the importance of each section in your personal financial snapshot and continue our tour of ECF. Thank you for your support and interest in ECF! – SC
Creating Your ECF Financial Snapshot Read More »
Dear ECF Members, I’m excited to share some important updates with you regarding ECF. While it’s never easy to make big decisions, we believe these changes will ultimately enhance your experience with our platform. Firstly, we’re shifting our focus to better serve the unique needs of both individual users and financial professionals. As a result, we’ll be discontinuing web application access for individual users. But don’t worry! You can still access ECF seamlessly through our mobile app, available for download on both the iOS App Store and Google Play Store. Simply visit our website homepage for quick access. ECF on the iOS App Store ECF on the Google Play Store Why the change? We’ve observed that our individual members prefer the convenience of our mobile app, while financial professionals rely more heavily on the web application. By tailoring each platform to its respective audience, we can provide you with a more personalized experience. Plus, rest assured that our mission to offer accessible financial tools and education remains unchanged. If you’re an individual member with concerns or feedback about this transition, please reach out to us at hello@elcaminofinancial.com. Your input is invaluable as we continue to evolve. But that’s not all! We’re thrilled to announce a series of exciting updates coming to our mobile apps in the coming weeks: And that’s just the beginning! We’re committed to delivering the best possible financial planning tool, and these updates represent just a glimpse of what’s to come. Thank you for your ongoing support of ECF. Together, we’re building something truly special. Warm regards, Sergio
ECF Updates for March 2024 Read More »
ECF’s Sergio Campos had the pleasure of joining Joseph Hadaway on his Podcast Strive to FI. Strive to FI is a podcast focused on personal finance. In this episode of Strive to FI, Sergio shares the story of ECF and what makes it the best personal finance app on the market! If you have not signed up for ECF, you can register today at https://elcaminofinancial.com/login. You can watch other great episodes of Strive to FI at http://www.youtube.com/@strivetofi. Enjoy!
ECF Joins Personal Finance Podcast Strive to FI w/ Joseph Hadaway Read More »
We have released a number of updates in the last couple of months. You may have seen them in the ECF app already. These updates demonstrate our commitment to ECF customer satisfaction and product improvement by incorporating feedback from customers. The focus on security measures like email verification and account suspension, along with added functionalities such as exporting reports and sharing previews, contributes to a more robust and user-friendly experience within the ECF app. Email verification We now have email verification when a new user signs up for ECF. This helps prevent fraudulent accounts on ECF. When someone signs up for ECF, they will receive a unique link in an email that they to click on to verify their account. Reset Buttons Added “Reset” and “Reset All” buttons in the New Snapshot process, enabling users to reset specific sections or all information within the New Snapshot process. These features are displayed within the green boxes on the right side of the screenshot below. Search Snapshot History ECF users can now search for past Snapshots in the Home page by using the Search box or filter by a date range. These features are displayed within the green boxes below. Export PDF Snapshot Report ECF users can now export a PDF report of their ECF Snapshots. You can do this by clicking on the download button located in the top right of the ECF Snapshot Dashboard. Suspend account You can now suspend your ECF account from the Profile section within the ECF web application. Share Snapshot preview When ECF users share a Snapshot with someone, the recipient can now see a preview of the Snapshot. The Recipient will have to log into ECF to see the full Snapshot and save the Snapshot in their account. Ask for Help ECF users can now submit comments, questions, and feedback with the Help tab. Invite a Friend ECF users can now invite a friend using the Invite a Friend tab.
ECF Recent Updates as of January 2024 Read More »
The financial world is constantly evolving, and with the ever-growing reliance on technology, managing our finances has never been easier. Many of us are familiar with Mint.com, a popular financial data aggregator that offers a convenient way to consolidate and analyze our financial information. However, Mint.com is shutting down, leading to a rush by other financial data aggregators to lure Mint.com users into migrating their financial data to their apps. In this blog post, we’ll explore the inherent risks of financial data aggregators and why, instead of switching to another aggregator, you should consider ECF – a safer alternative that puts you in control of what financial data you share. The Risks of Financial Data Aggregators Why Switching to Another Data Aggregator May Not Be the Ideal Solution In the wake of Mint’s impending shutdown, many Mint.com users are being encouraged to migrate their financial data to other platforms. However, this migration isn’t without risks, as the same concerns about data privacy, security, and data reliability persist. Instead of simply moving to another financial data aggregator, it’s essential to consider an alternative that empowers you to maintain control over your sensitive financial data. Enter ECF. Introducing ECF: A Safer Alternative ECF offers a distinctive approach to managing your finances. With ECF, you manually input your financial data, giving you complete control over the information you disclose. Here are the benefits of ECF: In conclusion, the decision to migrate your financial data from Mint.com to another aggregator requires careful consideration. The risks associated with data privacy, security, and data reliability persist with such a move. Instead, ECF offers a safer alternative that empowers you to manage your finances while maintaining control over your sensitive financial data. By manually providing the financial information you’re comfortable disclosing, you can enjoy the benefits of financial management without the concerns associated with data aggregators. Prioritize your data security and privacy by choosing a platform that puts you in the driver’s seat. Get started with ECF by registering today at https://elcaminofinancial.com/register.
The Risks of Migrating from Mint to Other Financial Data Aggregators Read More »
For the slides used in this video, please see below. Thank you!
ECF Vlog: The Calculations In Your Dash Read More »
Exciting news! We’re thrilled to announce the launch of the ECF mobile app for both iOS and Android devices. Now, you can enjoy the same user-friendly experience on your mobile device, making managing your finances even more convenient. Download the ECF app today using the links provided below: Download the ECF App: Experience ECF on the Go! If you haven’t registered yet, you can do so here. We’ve made it easier than ever to access ECF’s innovative financial tools on the go. Whether you’re using a desktop computer or a mobile device, our mission remains the same: to enhance financial decision-making and improve financial literacy through user-friendly technology. Stay Connected with ECF: To stay up-to-date with the latest news and updates from ECF, follow us on these platforms: Download the ECF mobile app today and take control of your financial future, anytime, anywhere. Join us in our mission to make financial management easier and more accessible for everyone.
ECF for iOS and Android Now Available! Read More »
In this video, ECF founder Sergio walks you through the ECF Retirement Planning Tracker. Enjoy!
Vlog: Retirement Planning with ECF Read More »
In this short clip, ECF founder walks you through two amazing features and gives a quick tour of ECF. Stay tuned until the end where he lets you in a big update coming very soon! Enjoy. Don’t forget to sign up today for free!
Vlog: ECF March 2023 Updates + Quick Tour! Read More »
