Personal Finance Managers
Meet the most trusted face for your finances.
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.
Every one of our Personal Finance Managers has a personal finance certification through a 3rd party organization.
LifeStyle Plan Approved
Each Personal Finance Manager is certified and trained on the LifeStyle Plan platform and processes to help you succeed with us.
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.
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.
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.
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.
Use our platform to make it easy for you to see the state of your finances, and make decisions with confidence.
Understand your goals and develop a day-do-day plan to make sure you accomplish them.
We’ll coach you through a customized plan designed around your lifestyle as well as an accounting structure to automate your financial goals.
Create a detailed spending plan to enable you to make day to day decisions that allow you to achieve your goals
Takes the work out of managing your finances by establishing a banking structure that puts your money on autopilot.
We help you understand the relationship between your income, spending and investments to help you make informed decisions about your future.
Show what your future looks like in easy to interpret charts
Run “what-if” scenarios so you can see how today’s decisions will impact your future goals.
“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