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Discover your clear path to financial freedom.

Secure your future now with concise
financial insight.
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Don’t be intimidated by the complexities of personal finance. LifeLens is carefully designed to remove confusion and dread out of your financial planning equation.

Don’t just glimpse into your future—control it.

Your first step to making informed, confident financial decisions is learning where you stand today—and where you’ll stand every year for the rest of your life. LifeLens removes the anxiety-provoking guesswork from your financial decision-making, so you can make major financial moves based on data, not emotions.

Answer life’s pivotal questions, clear-eyed and regret-free.

20’s – 30’s
RENT BUDGET
How much rent can I afford?
EDUCATION
Can I afford to attend college full-time?
HOME PURCHASE
When will I be able to purchase a home?
WEDDING
Can we afford the wedding of our dreams?
TRAVEL
Can I afford to take time off to travel?
WORK/STAY AT HOME
What is the financial impact of starting a family?
CAREER PATH
If I changed jobs, how would that impact our financial outlook
RETIREMENT SAVINGS
How much money should I contribute to my retirement plan?
30’s – 40’s
RENT OR BUY
Should we continue to rent or purchase a home?
HOME IMPROVEMENT
Can we afford to remodel our home?
WEDDING
What kind of wedding can we afford?
WORK/STAY AT HOME
What is the financial impact of childcare vs. staying at home?
GENEROSITY
Can we afford to give more to our favorite charities?
RETIREMENT
Do we have a good retirement plan?
EXPANDING OUR FAMILY
If we have another child, how does that impact our financial future?
CAREER PATH
If I changed jobs, how would that impact our financial outlook?
40’s – 50’s
RETIREMENT PLAN
How strong is our retirement plan?
RETIREMENT AGE
How soon can we consider retiring?
EDUCATION
Can we help our children with college expenses?
GIVING
Can we afford to better support our favorite charity?
HOME SALE
Is it feasible to sell our home and purchase a new one?
HOME IMPROVEMENT
Can we afford to remodel our home?
ESTATE PLANNING
Is it too early to start planning our estates?
VACATION / RECREATION
Can we afford a boat, RV or vacation home?
50’s – 60’s
RELOCATING
What are the tax implications of moving to a different state?
EARLY RETIREMENT
Can I afford to retire five years earlier than planned?
FAMILY SUPPORT
Can we afford to assist our children financially?
DEATH OF A SPOUSE
Will my spouse have enough money when I pass away?
GENEROSITY
How much money can we comfortably contribute to charity?
DREAM HOME
Can we afford to sell our home and purchase our dream home?
LEGACY GIVING
How much can I leave to my family, church and ministries?
VACATION / RECREATION
Can we afford a boat, RV or vacation home?
60+
SAVINGS FORECAST
How long will our money last?
EARLY RETIREMENT
Can I afford to retire earlier than planned?
SOCIAL SECURITY
What if social security isn’t available after I’m retired?
HOME SALE
Should I downsize, or consider a retirement community?
DEATH OF A SPOUSE
Will my spouse have enough money when I pass away?
CHARITABLE GIVING
How much can we afford to leave to charity in our wills?
ESTATE TAX
Will my estate provide more to the IRS or to my church
FAMILY SUPPORT
Can we afford to assist our children financially?
UNFORESEEN CHALLENGES
LIFESPAN
What if I live longer than the actuarial table suggests?
INVESTMENT DECLINE
What if my investments take a dive for the worst?
MARKET CRASH
Can our finances survive a severe market crash?
SPOUSE PASSES
What happens to my finances if my spouse passes?
MEDICAL SURPRISES
Can our finances handle a medical emergency?
SOCIAL SECURITY
Will we survive financially if social security goes under?
RECESSION
How will an economic recession impact our finances?
ELDERLY CARE
Can we afford additional care as we age?
LEARN MORE!
TAKE CONTROL OF
YOUR FINANCIAL FUTURE.
Your future self will thank you.
CURRENT NET WORTH
LIFETIME NET WORTH

Know your future to guide your fate.

You’ll never make an ill-informed financial decision when you can see in real-time how your decisions today impact your net worth over time.

By continually returning to your LifeLens financial forecasting tool and updating your information with new circumstances, ‘what if?’ questions, and evolving financial goals, you’ll not only get the most out of LifeLens—you’ll make more knowledgeable, confident and generous financial decisions for the rest of your life.

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MORE TESTIMONIALS

LifeLens has been invaluable for our family. The ability to easily run a new scenario has helped us make so many decisions with confidence. From evaluating a home renovation to looking at private school options for our kids, LifeLens takes guessing out of the equation. I find myself using it a lot more often than I anticipated. I highly recommend this tool.

BLAKE G.

NEWPORT BEACH, CA

The LifeLens financial forecasting tool has encouraged me to give a higher percentage of my taxable income to charitable causes. Rather than waiting until the end of my life to contribute, LifeLens has shown me I can give more today because I know I’ll have more than enough left in the bank for the rest of my life. LifeLens takes away the fear of worrying that we won’t have enough.

VERNE M.

DANVILLE, CA

LifeLens is just what I needed to visualize my current and future financial picture. I tried several other programs that help you with basic spending and budgeting, and was left wanting more. Over the years, I accumulated many unfinished spreadsheets, but now I have a comprehensive one-stop tool with everything in one place. It’s like my own personal financial vault.

GEORGE Z.

LONG BEACH, CA

As first-time home buyers, LifeLens was such a great help in reducing our anxieties. The information provided to us through modelling really showed us what we could expect as new home owners and it played a huge role in easing our minds about the decision.

SADIE K.

IRVINE, CA

LifeLens was simple to use and the output was informative. If you are uncertain about preparing for your future, I’d encourage you to give it a try. You won’t regret it.”

REV. JOSEPH W. HANDLEY, JR.

ASIAN ACCESS, CA

We’ve always been told that we can’t see the future, but LifeLens really did show me my financial future. Most importantly, it showed me how the decisions I make today can influence my future.”

FRANK C.

NEWPORT BEACH, CA

Thank you!

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