a new perspective in personal financial planning
buy now | support | contact | site map   
















Custom Software for your Employee Benefit Plan

Help your employees understand and use the benefits you provide

With LifeFocus, your employees can plan for a better future, and see first-hand how to use your benefit package to achieve their financial goals.
By integrating your company's benefit plans into the LifeFocus planning modules, your employees experience the true value of your benefits.

LifeFocus Puts Money In Its Place. . .

. . . by teaching your employees how to make money work for them.

Whether they are just beginning their career or nearing retirement, planning for a major event or looking for help from revolving debt, LifeFocus software provides the structure, guidance and dynamic modeling they need to easily create and manage their life plan.


LifeFocus Is Easy To Use

LifeFocus is uncommon because it makes financial planning fun.

The software contains six financial planning modules, separate saving and investing tutorials, comprehensive reports and an integrated help system, allowing users to customize a total financial plan.

Your employees can create a personal plan in any or all of the following areas:

  • Budgeting
  • Debt Reduction
  • Retirement
  • Specific Goals
  • Net Worth
  • Risk Management

How do you Benefit

  • Promotes a strong partnership with your employees
  • Provides a valuable recruiting and retention tool
  • Displays a caring attitude - prompting loyalty
  • Creates a positive revenue / profit opportunity

How do your Employees Benefit?

  • Brings awareness of their responsibility to plan
  • Makes it easy to create and manage their Life Plan
  • Provides investment education and quick reference
  • Puts them in control of their money and their future
  • Fosters self assurance and hope for the future

Customized Workshops

These custom workshops achieve results because they are strictly educational in nature, not sales seminars or product presentations. They are bulilt around your company benefits.

Our highly motivational training sessions are the most dramatic way to make an impact on your organization quickly.

Find out how this complete program can benefit both you and your employees Contact us today for a free consultation.

 

Return to the top.