Just don’t call it an app
The platform from which your financial future is launched.
Where your money is the star of the show.
LifeStyle Plan is a comprehensive financial planning service with a robust tech platform. Unlike a sleek looking “finance” app, our features actually include the tools you need to plan for your entire financial life. When you combine our technology with the personal touch of your Personal Finance Manager, you get the best of all worlds working for you, for good.
Secure
LifeStyle Plan is safe and secure, never saves credentials, and never shares your information with anyone.
Mobile ready
LifeStyle Plan is built to work with all of your devices, including your phone, tablet, and computer
Comprehensive
Our service brings every aspect of your financial life together in one easy to navigate interface.
Real-Time
Constantly connected to give you up to the minute views of your finances
All in one place
Account Inventory
Everything you own and everything you owe in one place. It’s never been simpler to manage your Net Worth.
Sync with all of your financial institutions to get up to the minute information about your accounts.
Our platform completes the puzzle of your financial life without a dollar out of place.
ALL THE DETAILS YOU NEED
Categorized Transactions
See how much you’re spending and what you’re spending it on so you can adjust on the fly.
Our platform automatically maps your spending, saving you time (and saving you from doing math).
Our easy to read dashboard breaks it down by Income, Bills and Spending by category.
EVERY TRANSACTION IN FULL VIEW
Cash Flow Mapping
Our Cash Flow Mapping interface is the clearest picture you can get of where all of your money is coming from and where it is going
Map every transaction down to the category to give you full insight into everything that is happening with your finances.
We create rules to categorize your transactions correctly so that you don’t have to spend hours recategorizing things in the future.
Support your lifestyle
Cash Flow Plan
Together with your Personal Finance Manager, you’ll be able to create a plan to support your lifestyle and keep your goals on track.
Interactive tool that allows for real time plan creation and updating as things change in the future.
Easy to understand dashboard that allows you to track your progress and make day to day decisions with confidence.
Long-term vision
Life-time Machine
Where will your future take you? Hop into the Life-time Machine and get a glimpse of your money’s growth. You will be able to see where your money will take you over the next 10, 20, 30+ years of your life.
Create “what-if” scenarios by year to see if today’s plan is aligned with your future goals.
Our Lifetime Machine shows you the impact of your financial decisions.
PAY BILLS ON THE GO
Click and Pay
Our platform makes paying bills easier and more convenient. Just snap a picture and we’ll get it paid.
Upload a picture of your bill and turn it into the information needed to get it paid.
We process the bill and categorize it for you so there’s nothing else to worry about.
Your data is 100% secure
Security
We follow industry security best practices. We don’t view or store any of your credentials or sensitive information.
Plaid provides secure connections to your financial institution to simply pass us transaction related information.
We never save credentials or have access to any of your financial accounts.
“Life Style Plan makes it so easy to see everything in one place! Having a tool to consolidate our financial activity and information helps put us in charge of our finances and accomplish the goals we’re setting.”
Nikki, Lifestyle Plan User
Let’s make financial stress a thing of the past
