Get started with LifeStyle Plan
Our Personal Finance Managers and innovative platform manage your money for you. Answer a few quick questions to get a demo, talk to our team, or get started making your plan for a more comfortable financial future.
Or give us a call at 972.474.7117 with any questions or to get a personalized demo.
What our customers are saying
“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 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
“I know that my investment in the program is nothing compared to what it will mean for my employee’s future financial well-being.”
AMY, LIFESTYLE PLAN USER
“LifeStyle 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