Ideal for individual advisors and small firms providing expert resources and advice, along with personal coaching.
Premium
Block of 25
Client Memberships
$2500
- Branded Client signup page
- Clients 1 yr access from their start
- 6 months to onboard clients
- For you – Advisor Forums
- Initial start-up fee $900
- Add blocks of 25 Clients @ $2500
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Impress key clients with your caring about their whole life, not just their money.
Maximize impact to a larger client portfolio by elevating your offering with access to an expert workshop.
Elite
Block of 100
Client Memberships
$5000
- Branded Client signup page
- Clients 1 yr access from their start
- 6 months to onboard clients
- For you – Advisor Forums
- Initial start-up fee $900
- Add blocks of 50 Clients @ $2500
- 2 Virtual Client Workshops
- 1 Team Onboarding session
An excellent way to embed ongoing learning of client needs into your everyday practice.
Customizable solutions for large firms seeking white-labeled client experiences for extensive family client portfolios.
Enterprise
250+
Client Memberships
Custom Pricing
- Exclusive branding opportunitiesÂ
- Customized video messagesÂ
- Tailored reporting
- Start-up fee TBD based on needsÂ
- Exclusive Virtual Client Workshops available to customize
Be positioned as the definitive life journey authority by offering clients access to unique and bespoke resources.
If you'd like to see additional options or have questions
Features & Solutions
Our expert-developed, downloadable tools give clients guidance at their fingertips. Each tool is has an explanatory companion video from one of our resident Experts. The tools are in PDF format, which are interactive for your clients to work on at home. No private/sensitive information is stored on LifeMap.
We promote each client books an individual Orientation video call with one of our Client Care Team. This 'tour' of LifeMap features helps to set clients up to find what they need, as quickly as possible. And to return again if they need more guidance in other life topics.
Clients and register to attend these bimonthly, live webinars where our Experts will answer questions that are submitted in advance when registering, or asked live in the chat. Clients do not have to show their faces on video or turn on their mics for these sessions.Â
Life Guide sessions give your clients the opportunity to explore the life-sides their situations in more depth with a vetted professional. These conversations are confidential and offer personal guidance for clients to make decisions that are best suited to them - and their families.
These advisor-only sessions are an avenue for your and your team to get specific education about life transitions and their financial impacts. Our Experts will answer questions and offer group coaching for improving client interactions.
This is your opportunity to USE the tools yourself – experiencing the benefits first-hand will deepen your understanding of their value and enable you to share authentic personal stories with your clients.
Send out personal invitations to both LifeMap members AND non-members!
Your clients will hear from a LifeMap expert about life transitions, the implications, and ultimately, connecting any financial needs back to you, their Trusted Advisor.
This 1-hour, online session is presented in webinar format - not requiring clients to show their faces.
We provide you and your team with interactive questions to engage clients further on topics discussed.
The value of a live, 1-hour, client event is $8500, which we're offering to you as part of the Elite Plan.
To maximize your impact, your whole team is invited to a live, virtual meeting with LifeMap's Founder, who will review the needs of today's clients, why a holistic approach is essential, the greater relationship connections LifeMap can establish, and answer any questions.
The value of a live, 1-hour consultation is $2500, which we're offering to you as part of the Elite Plan.
Frequently Asked Questions
Payment Questions
Your subscription is annual to provide a seamless experience for your clients.
Yes. We accept Visa, Mastercard, Amex, and Discover. If you are considering an Enterprise Plan, please contact us.
At this time, please reach out to us here to review your specific needs. Soon, we will add the capability to purchase additional blocks of client memberships online.
The first consideration is for your Clients. Please book a call with us, so we can understand your needs and how best to communicate the end of LifeMap access to your Clients.
Yes. The Stripe payment platform we use is a certified PCI Service Provider Level 1. This is the highest level of certification available in the payments industry. You can read more about how Stripe handles security here.
Membership Questions
Your subscription is for 1 year. However, your clients will have a full year from their registration date to access all of LifeMap’s features.
You will have 4 months from starting your subscription to have clients register. If at any time you have questions, please contact us.
If you add more client memberships within your 1-year plan, you will have 4 months from the start of that addition for any new clients to register. Please note: Your clients’ accounts will last for 1 year from their registration date. Your subscription lasts for 1 year from your account start date, including any new memberships you add within your account year. If you have questions, please contact us.
No, however we are more than happy to demo LifeMap to you and your team. Please book a call with us.
We will provide you with recommended messaging and a method to show LifeMap to your clients.
As part of your plan, you will be provided a link to your branded client registration page along with some suggested messaging. You can create an email and forward this link to your clients, which allows them to sign up with their email address and to create a password. We then send a confirmation email to them from LifeMap with thanks for their registration.
When clients first login, they will be presented with a Welcome video, that touches on the features of LifeMap.
As a special feature, we offer an Orientation call to tour what they can find on LifeMap and answer any questions. We will mention the availability for them to pay for personal coaching sessions with our Life Guides.
