Don’t risk your financial future with a guess.

Find out exactly how financial decisions will shape your future.

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Answer life’s big ‘What If?’ questions with certainty.

Give your financial future the support it deserves with LifeLens’ state-of-the-art financial software and modeling expertise.

Flexible software, on-demand expertise.

This highly adaptable tool factors in every aspect of your financial present and future to provide a comprehensive lifetime financial plan—completely unique to you. With LifeLens, you’re never alone: you’ll always have decades of modeling expertise at your fingertips through live chat, a library of video tutorials, and more than 50 ‘further assistance’ buttons throughout our financial planning tool that provide context, education and guidance along the way.

5 easy steps to financial peace of mind.

DASHBOARD

Once you plug in your financial details, LifeLens provides you with an easy, visual overview of your full financial picture.

SUMMARY REPORT

This report projects and summarizes your financial standing for each year for the rest of your life.

DETAILED REPORT

Diving deep into the specifics, this report provides in-depth insight into your current and future financial details.

CREATE MODELS

Take the guesswork out of life’s biggest decisions by creating ‘what if?’ models that show the lifelong financial impacts of each choice.

COMPARE MODELS

Now put your ideal future into focus by comparing side-by-side the lifelong implications of each ‘what if’model.

Formulate your future.

RETIREMENT ACCOUNT NET WORTH CASH FLOW CHARITABLE GIVING TAXABLE INCOME INCOME TAXES NET INCOME ESTATE PLANNING PERSONAL EXPENSES LIABILITIES INVESTMENTS APPRECIATION REAL ESTATE ITEMIZED DEDUCTIONS CHARITABLE TAX DEDUCTIONS EARNED INCOME CAPITAL GAINS LIFE INSURANCE INHERITANCE CASH SAVINGS HEALTH SAVINGS

Visualize your financial path with ease.

‘WHAT-IF?’ MODELS

Don’t wonder how life’s biggest questions will affect your financial future—see for yourself.

SUMMARY REPORT

Reference your summary report for a quick, at-a-glance understanding of your financial present and future.

DETAILED REPORT

Access your detailed report for a comprehensive look into the finest points of your financial outlook.

USER-FRIENDLY DASHBOARD

The calculations that power LifeLens are complex, but the intuitive dashboard makes financial forecasting easy.

Features designed to make your planning simple.

40,000+ CALCULATIONS

LifeLens’ proprietary algorithms utilize more than 40,000 calculations to give you a clear, easy-to-understand financial picture.

CONFIDENTIALITY

Our advanced cyber security and data encryption system will keep your data safe and secure at all times.

ONE-ON-ONE CONSULTING

For even more in-depth assistance, enlist a LifeLens modeling expert for a hands-on, one-on-one consultation.

PROFESSIONAL APPRAISAL

Embrace the future with confidence with a professional review of your completed financial forecast.

ZILLOW EVALUATION

LifeLens uses Zillow’s up-to-date market valuation to help you determine the precise value of your home.

VIDEO TUTORIALS

Visit our library of video tutorials throughout our financial planning tool for easy visual guidance across all that LifeLens has to offer.

LIVE CHAT WITH EXPERTS

Use the chat feature included on the website and forecast tool whenever a question comes up. A LifeLens modeling expert is always a click away.

ASSISTANCE AT EVERY STEP

Through email, online chat or on the phone, there’s a LifeLens modeling expert ready to help. For in-depth consultation, our modeling experts are available for one-on-one live consultations.

Model your future on intelligence.

When you can compare the consequences of life’s big decisions from the safety of your laptop, you can make monumental moves without anxiety. From weddings and vacations, to homebuying and retirement, LifeLens puts you in control of your financial future. No details overlooked, no guesswork, no surprises.

We answer your big questions (and your small ones too).

Before you begin answering your big financial questions, you may have some questions about LifeLens. Visit our FAQ page for a quick reference to common queries, or get in touch with us directly via chat, phone, or email.