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LifeStyle Plan Pricing

To get started, choose the plan that is best for you below. Give us a call at 972.474.7117 with any questions or to get a personalized demo.

Individuals

  • Unlimited access to your own Personal Finance Manager who takes care of your finances for you
  • A plan for day-to-day and long-term goals
  • The LifeStyle Plan platform and app which will connect all of your accounts
  • Mobile app
  • Personal onboarding
  • Cancel anytime
  • No startup cost
  • Accounts start as low as $125/month

To get started we will assess your needs and match you with a Personal Finance Manager.

Employers/PEO/Benefit Providers

  • Your employees get all the same benefits as Individuals
  • Dedicated Client Success Manager
  • Quarterly Business Reviews to track progress
  • Dedicated Personal Finance Managers for your employees
  • No long term commitments
  • No startup cost

Schedule a meeting with our team to learn how you can provide LifeStyle Plan to your employees.

Finance Professionals

  • Your own dedicated account to manage all of your clients and see everything that they see
  • Full training and certification on the LSP platform and process
  • Be a part of our LSP community of Personal Finance Managers to share learnings and best practices
  • Guidance and materials to help you market to your clients
  • Support desk to answer questions for you and your clients
  • Volume Discounted Pricing

Schedule a live demo with our team. We will walk you through the platform and answer all of your questions.