LifeStyle Plan

Take the DIY out of your finances

Have someone do it for you

Trying to get out of debt, create a savings plan, build for retirement, or just need help? LifeStyle Plan is the only personal finance management system that combines powerful software and a professional who does the work for you.

Take our 1 minute quiz to see if LifeStyle Plan is a match for you

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A Dedicated Professional + Powerful Software

This combination will allow you to get control of your finances and build wealth up to 25% faster

Professional + Software

Your Dedicated Personal Finance Manager:

  • Is a professional who is trained and certified
  • Will get to know you and your goals
  • Will onboard you to our platform
  • Will meet with you regularly to ensure you meet your goals
  • Will do the hard work for you

Our Platform:

  • Is easy to use on both web and mobile
  • Consolidates every aspect of your finances
  • Allows you to see your real time cash flow
  • Creates a plan for you to follow
  • Allows you to have your information at your fingertips to make decisions and plans with confidence

Take our quiz to get started


Take our quick quiz about your finances and goals.


We will match you with a Personal Finance Manager that is perfect for you.


They will bring together, organize, and manage every aspect of your finances for you.

What our customers are saying

LifeStyle Plan - Testimonial

“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.”


LifeStyle Plan - Testimonial

“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”


LifeStyle Plan - Get Started

Let’s make financial stress a thing of the past

LifeStyle Plan - Get Started