One financial picture.
Bring your accounts, assets, income, liabilities and goals into one profile. See where you stand with the pieces together.
PRIVATE WEALTH OPERATING SYSTEMFOUNDER RATE / $29 MONTHLY
Wealth engineeredfor life.
One current plan. See what a decision moves across your financial life before you make it.
ONE WIRE.
SEVEN CONNECTED AREAS.A WORKING METAPHOR
NOT A FINANCIAL PROJECTION
SEVEN CONNECTED AREAS.A WORKING METAPHOR
NOT A FINANCIAL PROJECTION
Touch one, the mobile moves. Pick a life event.
ILLUSTRATIVE / Your plan begins in balance. Choose a change to see the connections.
Update once. The plan carries it through.
LifeWealth opens soon. First access and founding member pricing.
Hero scene: illustrative generated media.
Built by a practicing plannerYour data never trains a modelEncrypted in transit and at rest
Every part has a place.
Every choice has connections.
Income, taxes, investments, benefits, insurance and estate belong in the same conversation. LifeWealth keeps one current plan for them.
Taxes belong in the bigger picture.
Consider taxes alongside income, investments, business and long-term goals. Explore how the timing of a decision could affect the rest.
A plan that changes with your life.
A raise, a home purchase or a career change can reach well beyond your bank balance. Update your information once and carry the change through your plan.
There’s a life around retirement.
Insurance, beneficiaries, estate planning and major life events sit alongside your wealth strategy, with practical next steps for the people and goals you care about.
A decision has more
than one side.
For a financial life
with moving parts.
As wealth grows, the choices multiply. LifeWealth helps you look across them before you commit your money.
One connected plan
Work from the same picture of investments, taxes, cash flow, protection, estate and goals.
See the impact before you act
Model major decisions and compare strategies while you still have choices.
Look where traditional planning can miss
Explore tax strategies and planning opportunities in the context of your whole financial life.
Built by Leah Williams.
WMCP® / ChFC® / CLU®
Founder, LifeWealth
A practicing
planner’s perspective
planner’s perspective
Leah spent more than a decade in private financial planning, serving households with $2M in investable assets.
LifeWealth brings that planning perspective into software, so people can see the other side of a financial decision and have a practical way to act.
The words here are from the founder and build team. LifeWealth has not launched. There are no client testimonials yet.
“I created LifeWealth because I've seen what changes when someone finally understands their money. The fear gets quieter. The possibilities get bigger. And decisions that once felt overwhelming begin to feel intentional.”
A standard the team is building toward, before the first client arrives.
“A plan should say what to do and then tell you who does it. Anything short of that is a report with a chart in it.”
The LifeWealth build team, on early access
Start with your facts.
Choose how far to plan.
Connect your accounts for free. The paid plans add the full planning suite, including scenarios, tax strategy, insurance and estate planning.
FREE
$0 / forever
Connect your accounts.
See your net worth.
Bank and brokerage accounts, holdings, budget and cash flow.
Start with FreeFOUNDER RATE
$29 / month
Locked for life. Limited seats.
Availability shown on the source site.
The full planning suite, plus everything in Free.
PRO MONTHLY
$49 / month
The whole planning suite,
month to month.
The same planning features as the Founder rate.
Start 14-day free trialPRO ANNUAL
$470 / year
Two months free
versus monthly.
The full suite, billed annually.
Start 14-day free trialPaid plans include a 14-day free trial. Card required. Cancel any time before day 14 and you are not charged.
Prices in USDWhat does the full suite cover?
Tax strategy, goals, projections, scenario analysis, real estate, equity compensation, business planning, retirement distribution, Social Security timing, insurance, estate planning and life events. The source pricing page lists the full set.
Read the full pricing pageCan I join before launch?
Yes. The waitlist gives you first access and founding member pricing when LifeWealth opens.
Join the waitlist