take your first step towards financial health with
one financial wellness app
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meet life
steps
an award-winning app that benefits advisors, plan sponsors, and participants.
plan sponsor
participant
advisor

to learn more

select a category

 

help improve your employees’ financial wellness with one tool

lifesteps is designed to help you:

Introduce employees to financial planning with a personalized target plan

Offer a financial wellness tool that goes beyond education

Positively impact financial behaviors through spending challenges

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offer target 
plans

all participants have access to a personalized target plan based on top areas of financial health.

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account
aggregation

participants are able to link all their financial accounts in one place

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provide financial education

offer access to education that is timely and relevant to users.

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help employees reach their financial goals

all participants have the opportunity to create an action plan to meet their goals whether it’s to “save for something” or “pay off debt.”

access to a financial professional

give employees access to the financial wellness guidance they need with a financial professional just a tap away.

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challenge to spend less

stimulate action with spending challenges that positively impact users' financial behaviors through key insights.

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no matter where you are on your financial journey, lifesteps can help

lifesteps offers you:

A personalized target plan that gives you insight into key areas of financial health

link all your financial accounts for a view of your total financial picture

Access to a financial professional right from the app

Education on topics that are relevant to you

Spending challenges that help you take action towards your goals

take control of your financial health through a personalized target plan.

receive a  target plan

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link all your financial accounts for a view of your total financial picture

account
aggregation

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access to financial education

receive timely and relevant financial education right at your fingertips.

get help reaching your financial goals

create an action plan to meet your goals, whether it’s to “save for something” or “pay off debt.”

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engage with an advisor

contacting your advisor or scheduling an appointment is easier than ever.

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challenge yourself to spend less

gain insight and cultivate positive financial behaviors by taking fun challenges.

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A scalable financial wellness tool that helps differentiate you from the competition

lifesteps offers you:

Invite participants to the app

Understand what matters to participants

Drive decisions through data

Demonstrate value to plan sponsors

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provide financial education

Introduce financial planning at scale. Deliver personalized target plans based on top areas of financial health.

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account
aggregation

If linked, view all the user’s financial accounts in one place.

incentive-feature-img-2.png

provide financial education

Offer access to education that is timely and relevant to users.

lifesteps-iphone-goals2.png

offer ways for users to reach their financial goals

Users can create an action plan to meet their goals whether it’s to “save for something” or “pay off debt.”

engage with users

Users can connect with your firm with just a tap of a button. The app keeps the advisor front and center throughout the experience.

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challenge to spend less

Stimulate action with spending challenges that positively impact users' financial behaviors through key insights.

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want to learn more?