Lifestyle Plan

eStyle Plan overcomes one of the biggest challenges faced by households today - Personal Financial Management. LifeStyle Plan is a new and effective system that combines powerful software and a dedicated one-on-one certified professional who knows you and does all the hard work of managing the information you need to solve your financial problems, make decisions and plans with confidence, and build wealth We provide our platform, process, and a community of 3rd party certified Personal Finance Managers to companies, personal finance coaches, financial planners, accountants, and family offices. Our company and PEO customers are able to offer a new and effective personal finance benefit that has historically been available only to the very wealthy. They experience greater client satisfaction, increased talent acquisition and retention, and a more productive and creative workforce. Our personal financial professional customers experience increased retention and productivity, distinct and meaningful revenue streams, client acquisition and retention, AUM growth, and significantly improved client engagement. Our end-users stop worrying and live their financial life with confidence, and effectively convert more of their active income into wealth and their wealth into retirement income.