Select Page

Personal Finance Managers

Meet the most trusted face for your finances.

personal finance manager
LifeStyle Plan - Personal Finance Manager

What is a Personal Finance Manager?

It can be challenging to find a financial manager who’s as invested in your goals as you are. At LifeStyle Plan, you don’t have to search around for personal finance help – we’ll match you to your own Personal Finance Manager who will do all the work for you from day one. Your certified finance expert will get to know you and your money and manage the LifeStyle Plan platform so you can keep your financial future on track.

Certified Expert

Certified Expert

Every one of our Personal Finance Managers has a personal finance certification through a 3rd party organization.

LifestylePlan Expert

LifeStyle Plan Approved

Each Personal Finance Manager is certified and trained on the LifeStyle Plan platform and processes to help you succeed with us.

LifeStyle Plan - Dedicated to You

Dedicated to You

Your hand-picked Personal Finance Manager is in it for the long run with you, and is truly invested in you and your goals.

LifeStyle Plan - Focused on your Success

Putting People First

Our Personal Finance Managers have a heart for changing financial lives for the better. Together, we’re in the business of you.

LifeStyle Plan

With our Personal Finance Managers, it’s money done for you.

When you take your car to the mechanic, they don’t make you help rotate the tires. That’s because they’re the expert, and you trust them to do it all. It’s the same with our Personal Finance Managers. They see the complete picture of your money and truly handle all of the details to get your finances running as smoothly as ever.

now
now

Insight

You will have clear vision into every aspect of your finances, where your money is coming from, and where it is going in order to make financial decisions with confidence.

What your expert does:
Use our platform to make it easy for you to see the state of your finances, and make decisions with confidence.
What your expert does:
Understand your goals and develop a day-do-day plan to make sure you accomplish them.
LifeStyle Plan
day-to-day
day-to-day

Control

We’ll coach you through a customized plan designed around your lifestyle as well as an accounting structure to automate your financial goals.

What your expert does:
Create a detailed spending plan to enable you to make day to day decisions that allow you to achieve your goals
What your expert does:
Takes the work out of managing your finances by establishing a banking structure that puts your money on autopilot.
LifeStyle Plan - Control
future
future

Planning

We help you understand the relationship between your income, spending and investments to help you make informed decisions about your future.

What your expert does:
Show what your future looks like in easy to interpret charts
What your expert does:
Run “what-if” scenarios so you can see how today’s decisions will impact your future goals.
LifeStyle Plan - Planning

“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, Personal Finance Manager

LifeStyle Plan - Get Started

Let’s make financial stress a thing of the past

LifeStyle Plan - Get Started