LiveWorkPlan assists with your personal financial planning needs by helping you prepare for financial emergencies and other unexpected events. LiveWorkPlan walks clients through a step by step process to assist in the management of your financial affairs by identifying important personal and financial information and collecting that information into a secure repository accessible by you anywhere. Our proprietary emergency financial backup system will allow you to store, manage and protect all aspects of your financial life.
Peace of Mind
Accessible Anywhere
Easy to Use
Safe and Secure
Rest Assured
What would happen if you lost your most important documents due to theft, a fire, flood, or other natural disaster? If you were incapacitated, would your loved ones be able to easily piece together all of the facets of your complex life? Through the use of the LWP service, you - and your loved ones - have peace of mind by preserving critical personal and financial information in a secure, encrypted account - an account you can choose to share with those who would most need access to this information in case of an emergency. And it's all automatically encrypted and stored safely on our servers.
Because your information is stored securely on our servers, you can access it from anywhere you have an internet connection. Through your portal on our website or the user-friendly, password-protected app, you and your trusted loved ones have fast access to information when it is most needed.
With LiveWorkPlan's intuitive interface, you'll have all of your information organized and securely stored in no time. Just enter the website or app, and start entering! Storing and accessing account and personal information has never been easier.
We protect your information like it's our own. When you save your information via our website or app, it is encrypted and securely stored on our servers. And because the data resides on our server and not on your phone, you don't have to worry if your phone is lost or stolen. No paper to lose, no documents that could be destroyed or stolen.
