Life Style Plan
Financial Services, 7922 Osborn Pkwy, Plano, Texas, 75024, United States, 1-10 Employees
Who is 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...
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- Headquarters: 7922 Osborn Pkwy, Plano, Texas, 75024, United States
- Date Founded: 2019
- Employees: 1-10
- Revenue: Under $1 Million
- Active Tech Stack: See technologies
- CEO: Nader Yassa
Industry: Financial Services
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Frequently Asked Questions Regarding LifeStyle Plan
Answer: LifeStyle Plan's headquarters are located at 7922 Osborn Pkwy, Plano, Texas, 75024, United States
Answer: LifeStyle Plan's official website is https://lifestyleplan.com
Answer: LifeStyle Plan's revenue is Under $1 Million
Answer: LifeStyle Plan has 1-10 employees
Answer: LifeStyle Plan is in Financial Services
Answer: LifeStyle Plan contact info: Phone number: Website: https://lifestyleplan.com
Answer: 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. ___________________________________________________________ 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.
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