Life Hub
A one-page interactive visualization of a client’s financial life
Milestones
Celebrate life’s achievements
Auto Updates
Automatically updates as your clients age
TESTIMONIALS
What our clients are saying
Jeff Brown
Founder & President
BWM Financial
“LifeHub eliminates the massive, confusing and time intensive process of understanding your financial life. It directly connects to your dynamic income and tax plan. It’s easy to make edits as you interact with your clients.”
Nicola Cyr
Financial Planner
Garrett Investment Advisors
“With Life Hub, you can interactively explore, review, and edit while you see how a client’s financial picture changes over time all on the same screen. It ties together dynamic income planning, tax planning and legacy planning in a way that is very visually engaging and intuitive, while still being comprehensive when it comes to communicating a client’s financial situation.”
Michael Mustian
Founder & Financial Planner
WiseWay Advisors LLC
“Life Hub has totally changed my client presentations. It’s easy to make edits or updates all in one spot. Clients love how interactive the timeline feature is, too!”
Learn more about Income Lab and Life Hub