powerful software + a dedicated professional
Personal finances are hard!
Are you struggling to manage the day-to-day? Are you in debt, trying to save, or just need help getting organized? Now you can have someone do it for you.
A new solution to an old problem
Did you give up managing your finances because it takes too much time and effort to learn and you are having a hard time saving and building wealth? With all the apps, podcasts, and other DIY tools out there, we are still not getting enough help. LifeStyle Plan is a new solution that takes care of it all for you.
Welcome to LifeStyle Plan
LifeStyle Plan is the only solution that truly does all the hard work of day-to-day financial management for you. We are a personal financial management system that combines powerful software that brings together every aspect of your household finances, and a dedicated professional who knows you and does all the day-to-day work of managing your financial information for you.
LIfeStyle Plan will alleviate financial stress, help you make decisions and plans with confidence, and enable you to build wealth faster.
How to Get Started With LifeStyle Plan
Answer a few easy questions about your finances and goals.
We will match you with a Personal Finance Manger that is perfect for you.
Your Personal Finace Manager will get to work for you. They will begin organizing and managing your finances for you.
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