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