A digital client experience for advisory practices

Making the value of advice visible.

Living My Plan is a digital client experience built around a living service plan: one place for advisors and clients to stay connected, organized, informed, and progress together.

It brings meetings, process, education, documentation, and next steps into one guided experience that helps clients see the work, understand what matters, and take meaningful action with confidence.

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Reading for someone? For Advisors For Clients
One shared view
A client's service plan: personalized welcome, year progress, and advisor card
For Advisors

Connecting your service to client progress.

Living My Plan helps advisory teams turn care, process, and follow-through into a client experience people can see, feel, and return to.

  • Bring meeting prep, service delivery, and follow-through into one connected flow.
  • Give clients a clear, structured view of what is being worked on and what comes next.
  • Make your service model easier to deliver consistently across the team.
  • Keep important activities, documentation, and next steps visible instead of buried in separate systems.
  • Create a more engaging digital experience without replacing the tools you already rely on.

This is not just a better way to organize internal work. It is a better way to demonstrate value, guide action, and keep the relationship moving forward.

Every client plan, one hub
Advisor hub showing every client's service plan, status, and what needs attention
For Clients

A clearer, more supportive way for clients to stay engaged in their financial lives.

Living My Plan gives your clients one trusted place to come back to when something is on their mind.

It helps them stay connected without feeling overwhelmed, learn without feeling pressured, and understand what is happening without needing to piece it together themselves.

  • Clients see what is being worked on and what comes next.
  • They stay organized around meetings, priorities, and important actions.
  • They access education and resources that are easy to understand and act on.
  • They understand the parts of their financial picture that deserve attention.
  • They feel more supported, more informed, and better able to move forward.

It is designed to make the relationship easier to follow, easier to trust, and easier to act on.

Named. Owned. Dated.
Client activities: the work we do together this year, with status and reminders
Financial snapshot: every piece of the plan in one honest view
Service cadence

Built for the way service really happens.

Before the meeting

Arrive prepared, together

The advisory team can pull together the right starting point, organize what matters most, and prepare for a more focused conversation. Whether the relationship is brand new or years in, the service plan becomes a progressive record that becomes more valuable over time as more information is gathered and more work is completed.

During the meeting

A clear, conversational guide

The service plan helps surface priorities, show past and upcoming activities, keep must-do items front and centre, and create a more structured, easy-to-follow experience for everyone involved.

After the meeting

The service plan stays live

Clients and advisory teams can return to the same experience to stay informed, review progress, complete next steps, revisit resources, and keep the relationship moving forward between meetings.

See the rhythm on a real page.Explore a live service plan. No sign-in, no setup.

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Inside the service plan

One place for the relationship to stay visible.

Hover over each section to learn more.

On the page
Service plan welcome: personalized greeting, year progress, and advisor card Service plan health: one honest number for where the plan stands The work we do together this year: activities with owner, status, and due dates Documentation requirements, checked and current Financial snapshot: every piece of the plan in one view Meetings: last conversation and next conversation side by side The curated library: learning, information, and resources that support the work together Connected workspaces: one door into the tools the practice already uses Referrals and ongoing connection
Welcome and orientation
Fits your practice

An integrated experience, not another disconnected tool.

Living My Plan works alongside the systems advisory practices already use. It can support practices that do not yet have a CRM, and it can also complement existing CRM, portal, scheduling, e-signature, survey, form, and compliance workflows.

It helps bring the client-facing experience together while making key outputs easier to carry into the rest of your operating environment.

CRM Secure portal Scheduling E-signature Surveys & forms Compliance workflows
Meeting summariesCarried out of the conversation, ready for your records.
Task exportsNext steps that travel into the tools your team already works in.
Audit-style recordsA timeline of what was surfaced, discussed, and completed, supporting follow-through and documentation.
Printed client service audit: progress at a glance, outstanding items, key dates, compliance, and consents on one page The client service audit: one page, print-ready, carried straight into your records.
What changes

More visibility. More engagement. More meaningful progress.

When clients can see the work, understand the process, and return to one trusted place for guidance, the relationship changes.

And for advisory teams, it becomes easier to deliver a consistent, more engaging service experience that clients do not just receive, but truly experience.

  • Easier to stay connected.
  • Easier to stay organized.
  • Easier to follow through.
  • Easier to learn.
  • Easier to see progress.
  • Easier to feel the value of advice.
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One place can change the whole relationship.

Show clients the care, structure, and progress that too often stay hidden behind the scenes. Bring your service model to life in a more visible, collaborative digital experience.

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Tell us how you serve clients today. We'll show you what that can look like as a living service plan.

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