Take control of your financial future with LifeWellth!
Key features

Define Your Goals

Select your financial goals such as retirement or college by dragging them onto your timeline. 

Review Your Financial Picture

Understand your financial situation today and what it should be for the future.

Check Your Plan

Clearly see your ability to achieve your goals with the LifeWellth Barometer.

Get on the Right Path

See suggestions on how to move from a rainy present to a sunny financial future!

Private and Secure

All your information resides and is processed on your iPad, so you control it directly.


We are not part of a large financial institution, so will only suggest what we believe works best for you.