Deliver better results

Take your business to the next level

Life Style Plan gives you the technology to eliminate the manual work that you put in with your clients and consolidates everything on an easy to use platform that you and your clients both have access to. Attract, retain, and serve your clients better while building monthly long term recurring revenue into your business model.

Your clients need more than spreadsheets

With our dynamic mobile & desktop platform, you can see everything your clients own and owe, and how it all works together with their goals. Stop using spreadsheets and maximize your impact and your revenue with an innovative platform that makes it easy to do it all.

macbook-front

Account Inventory

See your Net Worth with everything you own and everything you owe in one place, with real-time updates for connected institutions.

Cash Flow Plan

Build a plan to create your desired life style while achieving your financial goals.

Categories & Transactions

Track progress all the way down to the transaction level. Sort by account, amount, date, or vendor.

Life-time machine

Create unlimited future scenarios on a single, dynamic dashboard. Understand how your decisions today impact your tomorrows.

Cash Flow Mapping

Understand where money is coming from and where it is going down to the transaction level.

Click & pay

Quickly pay and mange any of your bills from your mobile device.

“Life Style Plan helps me take my client engagement to the next level. Having a tool that brings all of my client’s finances together makes the tactical work easy so we can focus on achieving their goals.”

Tony,
Certified Personal Finance Manager

 

“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,
Life Style Plan User

“I’m excited to reach my financial goals with the guidance of Life Style Plan! The meetings I’ve had so far with Life Style Plan have been amazing and are putting me on the right path!”

Brianna,
Life Style Plan User

Less selling, more changing lives

Stop spending most of your time searching for new clients and focus on what you do best: planning for their financial success. Integrate our innovative platform and process into your business and there is no limit to how much you can grow. Life Style plan provides:

  • Training & certification
  • A playbook to integrate into your current business
  • Resources and support to you and your clients
  • The opportunity to work with our corporate clients
Build your monthly subscription revenue business with Life Style Plan

When the day to day adds up, you can be the hero

The road to financial wellness is paved with mortgages, car payments, and streaming subscriptions of today. Help your financially stressed clients breathe easier with our dynamic platform and your expert guidance they can follow to success.

Serve your clients at every stage

Whether your client is setting a new goal or entering a new tax bracket, we give you the tools and insights you need to be their financial ally for life. Our subscription model helps you see recurring revenue for as long as your clients are signed up for Life Style Plan.

Make planning for tomorrow pay off

Financial freedom is more than a number in a 401(k). Help your clients see the vision for what their financially secure future could look like, then manage their dreams into reality with real time information to make todays decisions and future financial plans with confidence. All in as little as 15 minutes a week.

Commonly asked questions

How do I become Life Style Plan certified?

Life Style Plan holds monthly certification classes. Training classes last a total of 5 hours and are held over a 2-day period. These classes will teach you the fundamentals and how to use the system like a pro in order to seamlessly integrate it into your business. Once you have gone live with 5 clients you will be official certified and receive your certificate and logo to add to your website and social media profiles.

Will clients be mine, or yours?

All clients that you identify and put on the platform are yours and you are simply using Life Style Plan to better serve them. If you decide to partner with us to work with some of our corporate customers, those clients belong to Life Style Plan and we pay you directly to work with them.

Are you just here to sell me and my clients something?

No, Life Style Plan will never sell anything through our platform to your or your clients. Our subscription model allows you to purchase our platform and process and build monthly recurring revenue with your clients forever in order to serve them better and build your business faster. Our program allows you to sell less, and serve more. That’s it!

How is this different from finance apps?

Life Style 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.

Is Life Style Plan secure?

Yes. Life Style 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.

What does my day-to-day job actually look like with Life Style Plan?

You run your business and integrate Life Style Plan into it in order to change your clients lives and watch your business thrive. We have a playbook for Personal Finance Managers which recommends 3 weekly meetings up front for client onboarding, 3 months of monthly meetings, and then quarterly meetings ongoing. Our platform will actually save you time by eliminating manual processes, spreadsheets, and the need to constantly be looking for new clients.

Schedule a meeting with us and start growing your business.