take your first step towards financial health with
one financial wellness app
HandwithPhone_Plan Participant 2 copy.png
meet life
steps
An award-winning* app that benefits advisors, plan sponsors, and participants.
plan sponsor
participant
advisor
 
 

to learn more

select a category

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

incentive-feature-img-1-rsz-2.png

create target plans

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

incentive-feature-img-2.png

provide financial education

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

challenge to spend less

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

incentive-feature-img-3-rsz-2.png

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.

incentive-feature-img-4-rsz-2 copy.png

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

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

incentive-feature-img-1-rsz-2.png

receive a target plans

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

incentive-feature-img-2.png

access to financial education

Receive timely and relevant financial education right at your fingertips.

challenge yourself to spend less

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

incentive-feature-img-3-rsz-2.png

engage with an advisor

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

incentive-feature-img-4-rsz-2 copy.png

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

incentive-feature-img-1-rsz-2.png

offer target plans

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

incentive-feature-img-2.png

provide financial education

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

challenge to spend less

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

incentive-feature-img-3-rsz-2.png

access to a financial professional

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

incentive-feature-img-4-rsz-2 copy.png
 
want to learn more?