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 faster.
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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.
Company Details
- Employees
- 2
- Founded
- -
- Address
- Plano, Tx 75024, Us
- Phone
- 972-474-7117
- in****@****lan.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- lifestyleplan.com
- Keywords
- HR Benefit.
- HQ
- Plano, TX
Lifestyle Plan Questions
Lifestyle Plan's helpline number is 972-474-7117
Lifestyle Plan's website is lifestyleplan.com
Lifestyle Plan's LinkedIn profile is https://www.linkedin.com/company/lifestyleplan
Lifestyle Plan has
2 employees.
View email and phone details for 2
employees at Lifestyle Plan.
Lifestyle Plan's industry is
Financial Services
Lifestyle Plan's top competitors are
Outmatch (Now Harver),
Smartmoving Software,
Onerange,
Envision30,
Blockparty,
Pallas Capital Advisors,
Compass Digital,
Flyline,
Evergreen Consulting Group,
Nh Tech Alliance.
Lifestyle Plan's support email address is info@lifestyleplan.com
Lifestyle Plan's categories are Financial Services
Lifestyle Plan's founding year is 2019
