Welcome to the LifePlan Resource Center
Learn more about what matters to you
Welcome to a resource center designed to help LifePlan members learn more and get more out of your membership. Here you’ll find a variety of articles and checklists to help you become more knowledgeable about the challenges and changes you’re facing in your life, as well as advice to help you make more informed decisions about what to do next.
Whether you’re looking to the horizon and thinking about planning for the future, or are facing an immediate life-changing situation, it’s our goal that you’ll find something here to help you figure out what to do next, or at the very least, give you some topics to discuss with a LifePlan advisor.
Here’s a quick rundown of what you’ll find here
The basics - From estate planning to real-estate, these articles and glossaries are meant to give newbies a basic working knowledge of a complex topic.
Articles about specific situations - Our curated selection of articles touch on more specific situations that occur in life events.
Life Planning Checklists - When you’re dealing with a life change, sometimes knowing what to ask can be the hardest part. If you’re wondering what to ask in a LifePlan advisor session, check out the checklist that matches your life situation
Advice columns (coming soon) - LifePlan advisors weigh in on specific questions from our members.
Don’t see something you were hoping to find here? Let us know! We are constantly updating our selection of articles, and would love to know what you want to see. Send your suggestions to firstname.lastname@example.org