LIFEPLAN BY INSIGHTWAY
Connect your budget, life events and projections
LifePlan helps you organize a financial starting point and explore scenarios using explicit income, spending, investment and life-event assumptions.
Budget and opening position
Build a monthly budget with income, expenses, taxes and savings allocations. Record opening assets and liabilities to establish your starting financial position.
Life events and projections
Configure dates and financial legs for events such as education, housing changes and retirement. Preview their modeled effects on cash, accounts, debt and net worth. Event templates require your assumptions; they do not determine eligibility for loans, benefits or tax treatments.
Scenario comparison
Compare saved LifePlan versions and current assumptions where the financial planner is enabled. Compare like-for-like horizons and starting dates before interpreting differences.
Web and Desktop
Use LifePlan in a browser or in the Desktop application. Both connect budgets, opening balances and life events through the shared planning tools. Availability depends on your installed version, enabled features, license and account access.
Explore in LifePlan
Personal tools require sign-in and appropriate account access. Availability depends on enabled features and the installed version.