LifeWise Masterplan™ | 10 Households License

Everything you need to deliver a meaningful pre-planning experience for one client household—including tools for your client and guidance for you.

Client Readiness

Advisor Tools

Program Support

  • A guided space for clients to reflect, dream, and set personal direction

  • Self-guided, at their own pace

  • Clients capture personal goals and direction before financial planning

  • Quick-start Advisor Module: How to use the LifeWise Masterplan Map

  • Pre-planning summary: get client insights before your next meeting

  • Enhances—not replaces—your financial planning process

  • Invitation email template (you send)

  • Automated client emails: welcome, reminder nudges, and completion notice

  • No maintenance: once your client starts, we guide them through to completion

10% Off Promotion Ends In

10 Households Access

$3600

$3240

  • Assign within 6 months of purchase
    You have up to 6 months to invite a client household to begin their LifeWise Masterplan.

  • One license = one household
    A household can be a couple or an individual. Whether planning together or solo, each household gets the full experience.

  • Licenses are non-refundable and non-transferable
    After 6 months, any unassigned licenses will expire. Please note that expired or unused licenses cannot be refunded or reassigned.

  • Clients receive a minimum of 12 months of access from their first login.
    They can complete their LifeWise Masterplan at their own pace and revisit it anytime during that period.

  • Purchase by advisor or scale across your firm
    Start small or go big. Whether you’re testing with one advisor or rolling it out firm-wide, we’ve got you covered.

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