Help Your Employees Attain Financial Stability*

  • Strengthen Employee Personal Financial Health
  • Reduce Employee Stress
  • Improve Employee Retention
  • * We help your employees' monthly finances run most efficiently by managing it all for them. We do not provide investment or tax advice, but we're glad to make referrals.

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The Strategy Works

Personal Financial Plan Optimized Growth Arrow

My investment in the program is nothing compared to what it means for my employees’ financial well-being.

Amy Power (Owner & CEO, The Power Group)

Personal Financial Plan Optimized Growth Arrow

Tony has organized my finances and for the first time ever, I know exactly where my money is going. This is facilitating "living below my means" and helps me achieve my savings goals.

Anna K.

Personal Financial Plan Optimized Growth Arrow

Personal Financial Strategy + Life Style 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 the goals we're setting.

Nikki

Personal Financial Plan Optimized Growth Arrow

Personal Financial Strategy + Life Style Plan has been a game-changer for us and how we can track and gauge our financial health.

Jill P.

Personal Financial Plan Optimized Growth Arrow

LSP took the work (and guesswork) out of getting on top of our finances... Once LSP finished its initial analysis we had the detailed information we needed to understand our current finances and make a plan for the future.

Kevin O.

77% of American Employees are Financially Stressed,
Costing Organizations in Turnover, Productivity, & Healthcare

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– Personal finance stress makes employees 220% more likely to look for another job

– Financially stressed employees miss an extra 16 days of work per year

59% of American adults live paycheck-to-paycheck

According to the Mind over Money survey by Capital One and The Decision Lab (3/2022)

Personal Finances Optimized

  • We help your employees optimize their personal finances for growth
  • We do all the administrative work for your employees
  • Your employees can check their spending plan & real-time financial wellbeing in an easy-to-use mobile app
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LSP Software on Phone & Laptop

How It Works

Green Arrows

Proven Process

  • We help your employees gain clarity on their finances, maximize their spending plan, and optimize their cash flow for growth.
Green Branch

Professional Management

  • We do all the personal finance administrative work for your employees — from categorizing transactions, to refining strategy, to helping them stay on track for long-term success.
Green Eye

Insightful Dashboard App

  • Your employees can check their spending plan & real-time financial wellbeing in an easy-to-use mobile app. We utilize cutting-edge Life Style Plan™ (LSP) software to track income, bills, spending, savings funds, and investments for them all in one place. LSP will never have access to their money, only transaction data.

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