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For employers

The ultimate employee benefit

Help reduce your employees’ day-to-day financial worries with LifeStyle Plan, the only solution that manages every aspect of your team members’ personal finances. Our team of certified experts along with our complete platform will guide and provide insights to help your employees make today’s decisions and future financial plans with confidence.

LifeStyle Plan - Employers

LifeStyle Plan does the work the managing your employees’ day-to-day finances

Financial literacy resources that come along with your 401K plan, quick videos, and coaching hotlines are not solving your employees’ financial stress. As a matter of fact, they require your employees to spend more time trying to learn how to manage their finances, which actually reduces their productivity and creativity. With LifeStyle Plan, your company can change your employees’ lives. Our dedicated professionals and powerful platform actually do the work of managing their finances for them so that they can pay off debt, save for their kids’ college, build emergency funds, plan for their future, and get their money – and their minds – in a better place.

Financial stressed employees:

  • American workers who are financially stressed 77% 77%
  • More likely to look for another job 100% 100%
  • 220% 100% 100%
  • Miss more of work than everyone else 20% 20%
  • 16 days 50% 50%
  • Higher healthcare costs than others 0% 0%
  • 20% higher 70% 70%

Financial stress is a productivity killer

Did you know that 77% of American workers are financially stressed? Family money worries contribute to an extra 16 missed days per year and make employees 2.2x more likely to look for another job, in addition to costing organizations over $8,000/year per employee on healthcare, lost productivity, and turnover expenses.

A powerful benefit to attract and retain talent

Something about creating a powerful benefit that will truly be used and appreciated by your employees to reduce turnover and make you stand out when you are fighting to bring in the best talent quickly.

We do the work to manage all the information of personal finances.

Our team of dedicated Personal Finance Managers brings decades of expertise to LifeStyle Plan. We’re just as motivated as your employees to make a plan that can grow wealth for generations. There’s no DIY with LifeStyle Plan – just proven expertise that gets results.

Attract and retain employees
Reduce company turnover
Eliminate financial stress
Increase on-time retirements
Get 800% ROI

What your employees should expect with LifeStyle Plan

LifeStyle Plan - Dedicated Pro

A dedicated pro who does the work for them

LifeStyle Plan - Just 15 minutes/week using our app

Just 15 minutes a week or less

LifeStyle Plan - Work toward paying debts

Work toward paying debts

LifeStyle Plan - More investment and savings opportunities

More investment and savings opportunities

LifeStyle Plan - A plan to build wealth up to 25% faster

Build wealth faster

LifeStyle Plan - Access to our platform and training

The Information they need at their fingertips to live with confidence

Commonly asked questions

How is LIfeStyle Plan different from popular finance apps?

LifeStyle Plan brings together every aspect of a person’s financial life on an easy-to-use platform. We have a portal for both the client and the Personal Finance Manager to work together. Our platform focuses both on today’s day-to-day decisions along with tomorrow’s financial plans. In addition, we never sell anything through our application and other apps have a 5% client retention rate after 30 days…our clients stay on for years.

Our 401(k) administrator offers education, how are you different?

Education requires people to still do it on their own…and they are not equipped or willing to do this. With LifeStyle Plan, every employee has a dedicated Personal Finance Manager who does the work for them and leads them through our 7 step process to ensure goals are met.

What do you offer that a traditional financial planner can’t?

We offer a focus on personal finances that nobody else does. Our dedicated Personal Finance Managers work with employees to set up a structure for the rest of their lives enabling them to meet their financial goals. Financial Planners offer a spreadsheet or a one-time planning session that is then left up to the individual to execute on. We sit side by side with every client to understand their cash flow, build a plan, and put a structure in place to put finances on auto-pilot…all on an easy to use, dynamic platform. 

Are financial details secure with LifeStyle Plan?

Yes. LifeStyle Plan integrates to financial institutions through Plaid and we do not hold 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.

How do you actually do it all for my employees?

Every employee is assigned a dedicated Personal Finance Manager who is focused on making them successful. They will understand the employee’s goals, onboard them in the platform, and meet with them regularly to guide, consult, and ensure that their goals are achieved. Your employee’s goals are our goals.

LifeStyle Plan - Get Started

Let’s make financial stress a thing of the past

LifeStyle Plan - Get Started