Select Page

Take the DIY out of personal finances

Life Style Plan is the only solution 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.

Life Style Plan
Life Style Plan

Your financial wellness journey, piloted by professionals

Trying to make sense of information from apps, books, podcasts and online videos can add to the stress of thinking about your financial future. With Life Style 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 living your life.

Your Personal Finance Manager

Every Life Style Plan user is assigned their very own certified personal finance manager, who will develop a custom plan to get you to financial health – and keep you there. All you have to do is follow along.

Our Proven Process

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.

A Platform for Success

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

Financial wellness is the
ultimate benefit

Did you know that 60% of today’s workforce is financially stressed? Taking care of your people is about more than providing medical coverage and a 401(k) – it’s about investing in your employees’ life by offering a complete approach to financial wellness. With Life Style Plan as a benefit, you can attract and retain great talent, improve productivity, and reduce stress-related health costs. Provide your team a wealth of happiness with Life Style Plan.

Life Style Plan

“Life Style 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, Life Style Plan User

Schedule a meeting with us and make financial stress a thing of the past.