take your first step towards financial health with
one financial wellness app
meet life
steps
An award-winning* app that benefits advisors, plan sponsors, and participants.
plan sponsor
participant
advisor
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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
create target plans
Introduce financial planning at scale. Deliver personalized target plans based on top areas of financial health.
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.
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.
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
receive a target plans
Take control of your financial health through a personalized target plan.
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.
engage with an advisor
Contacting your advisor or scheduling an appointment is easier than ever.
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
offer target plans
All participants have access to a personalized target plan based on top areas of financial health.
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.
access to a financial professional
Give employees access to the financial wellness guidance they need with a financial professional just a tap away.