LifeStyle Plan

Take the DIY out of your finances

Have someone do it for you

Take our 1 minute quiz to see if LifeStyle Plan is a match for you.

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A Dedicated Professional + Powerful Software

Take our 1 minute quiz to see if we can match you with a dedicated Personal Finance Manager today

Professional + Software

Get a certified Personal Financial Manager hand-picked for you based on your needs. They do all the hard work for you, alleviate financial stress, help you make decisions & plans with confidence, and achieve your financial goals.

Our easy to use, dynamic platform helps you visualize your cash flow, investments, savings and more, giving you and your Personal Finance Manager insights that will help you achieve success.

Take our quiz to get started

1

Take our quick quiz about your finances and goals.

2

We will match you with a Personal Finance Manager that is perfect for you.

3

They will bring together, organize, and manage every aspect of your finances for you.

What our customers are saying

LifeStyle Plan - Testimonial

“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, LIFE STYLE PLAN USER

LifeStyle Plan - Testimonial

“LifeStyle 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 our goals”

NIKKI, LIFE STYLE PLAN USER

LifeStyle Plan - Get Started

Let’s make financial stress a thing of the past

LifeStyle Plan - Get Started