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 * Home
 * How it Works
 * Features
   * Personal Finance Manager
   * Our Platform
 * Who We Serve
   * Individuals
   * Employers
   * Finance Professionals
 * About Us
 * Pricing
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 * Get Started

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 * Home
 * How it Works
 * Features
   * Personal Finance Manager
   * Our Platform
 * Who We Serve
   * Individuals
   * Employers
   * Finance Professionals
 * About Us
 * Pricing
 * Sign In
 * Get Started


TAKE THE DIY OUT OF PERSONAL FINANCES

LifeStyle Plan is a service that manages all aspects of your personal finances
for you. Our personal finance managers and innovative platform give you and your
family the ability to live life with confidence.

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A PERSONAL FINANCIAL MANAGEMENT SERVICE THAT ACCOMPANIES YOU EVERY STEP OF THE
WAY

Trying to make sense of information from apps, books, podcasts and online videos
can be stressful and overwhelming. With LifeStyle Plan, you don’t need a degree
to make the best decisions for you and your family – just a personal finance
manager who does the work for you so you can focus on everything else.


YOUR FINANCE PRO

Every LifeStyle Plan user is assigned their very own certified personal finance
manager, who does the work necessary for you to know what it takes to get you to
financial health – and keep you there. All you need to do is follow along and
make decisions.

Learn about personal finance managers



A PLATFORM FOR SUCCESS

We bring every facet of your finances together on a single, comprehensive
platform that’s easy to navigate. We are more than just an app – we’re a service
that delivers valuable, expert-driven insights into your financial world.

See how it works


YOUR BEST LIFE IS A CERTIFIED EXPERT AWAY

Our simple, foundational concepts paint a clear picture of where your finances
stand today, and where they’re going tomorrow. Map your cash flow, track your
investments, and review your spending with the help of a professional who
handles all the details. Most of our users find that with LifeStyle Plan their
wealth grows faster.

See our process



LIFESTYLE PLAN FOR EMPLOYERS

Did you know that 77% of today’s workforce is financially stressed? Taking care
of your people goes beyond health insurance and a 401(k). Studies show that with
improved financial wellness your team will be happier, more productive, and more
creative because they will not be up all night worrying about their money.

LifeStyle Plan as a benefit


> “LifeStyle Plan has helped me tremendously. My personal Finance Manager has
> helped me understand where my money is going, how much I can afford, and even
> helped me plan for my future.”

Jane, Lifestyle Plan User


LET’S MAKE FINANCIAL STRESS A THING OF THE PAST

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 * How it Works
 * Personal Finance Manager
 * Platform
 * For Employers
 * For Individuals
 * Finance Professionals
 * About Us
 * Pricing
 * Sign In

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