Meet Our Team
Nader Yassa
Founder and CEO
Rick Gledhill
Chief Transformation Officer
Kevin Osbeck
Financial Futurist
Deepa Vivek
Customer Success Specialist
Complex – But Not Complicated
More than twenty-five years ago, we started with the belief that although personal finances may be complex, they shouldn’t be complicated.
We set out to demystify personal finance and restore control and confidence.
It’s OK if You Don’t Have It All Under Control
We found that a clear majority didn’t have control of their day-to-day financial activities, felt uncertain about their financial future, and benefitted significantly when helped by a personal finance professional.
It’s OK, we have a solution.
Enabled by Technology – Curated by Professionals
Life Style Plan is a comprehensive, integrated, end-to-end platform that brings together every aspect of your clients’ finances on a single, dynamic platform.
Now you can help your clients make day-to-day decisions and future financial plans with confidence.