MARKETING – Attract new clients by relieving the stress, anxiety, and administrative burden of personal financial management

RETENTION – Deliver the real-time information that your clients depend on to live their day-to-day financial lives with confidence

ENGAGEMENT – Develop more meaningful and impactful client relationships at every stage of your client’s financial journey

ACCOUNTABILITY – Become a true accountability partner using real-time information and a living to-do list 

REVENUE – Create a meaningful, monthly recurring revenue stream as you maintain engagement and connectivity with your clients

PROFITABILITY – Increase your practice’s profitability by scaling your practice and leveraging Life Style Plan’s technology and feature sets