What is The Lifelong Wealth Planner?

The Lifelong Wealth Planner is a next-generation financial planning and management tool. Its use allows us to integrate your Financial Plan as a live “real-time” model. Through it, we can update or make changes to your plan and you can see those results instantaneously. Think of the Lifelong Wealth Planner website as your centralized financial planning hub.

Accessible from anywhere in the world via your own personal Financial Home Page, Lifelong Wealth Planner provides you with a level of previously unavailable coordination over your financial affairs. Fundamentally, it allows the partnership between you and your Financial Planner to prosper and grow. We are proud to use this innovative software platform, as it gives us the means to offer better service and a more collaborative financial planning environment.

As mentioned above, the Lifelong Wealth Planner website is your “one-stop shop” for your financial planning needs. But, the site offers so much more. Additionally, this highly secured system allows you to organize, store, and monitor all of your important financial and personal information in one place with the Vault, Spending, and Budgeting features. Below you can find some information on the Lifelong Wealth Planner tools available to you.

View All of Your Accounts Together, with Balances Updated Daily

Investment accounts, bank accounts, annuities, mortgage balances, credit card balances, stock option information, etc., can all be viewed and tracked on our platform, with most balances updated daily. You can also list real estate, art, collectibles, life insurance, and any other asset you own.

Store All of Your Important Documents in One Place

Wills, trusts, living wills, powers of attorney, property deeds, business agreements, tax returns, insurance policies, medical information, art appraisals, birth certificates, drivers licenses, passports, and any other important document can be scanned to your Personal, Secure, Digital Vault, which you can access from anywhere in the world with an internet connection. Your online vault can be especially useful in times of crisis or natural disaster, when hard copies of valuable documents may no longer be available.

View Recent Transactions and Create Monthly Budgets

Each personalized website brings together all your recent transactions made through your credit cards, debit cards, bank accounts, and other sources. By keeping this report in one place, it allows you to better track where your money is being spent, and on what. Lifelong Wealth Planner offers a very user friendly budgeting tool which can further help you keep track of monthly spending and help organize your life.

Lifelong Blog

The Downsize Retirement Myth – Video Blog

The Downsize Retirement Myth – Video Blog

Do retirees really downsize their homes during retirement? Or, do they “right-size” or even up-size their housing? Overall, learn about the trends in this video blog from Andrew Rosen.

Markets Push to Records on Improving Economic Data

Markets Push to Records on Improving Economic Data

Stocks continued their strong run last week, with multiple indexes hitting all-time highs. We saw global markets (represented by the MSCI All Country World Index) up 2.0% and domestic stocks (represented by the S&P 500 Index) up 2.8%.


When was the last time you took the necessary time to review ALL the areas pertaining to your lifelong financial well-being? If your answer is “not lately,” you are not alone. We can help.

50 critical financial questions which drive your financial life.

50 Point Wealth Checkup

Diversified, LLC does not provide tax advice and should not be relied upon for purposes of filing taxes, estimating tax liabilities or avoiding any tax or penalty imposed by law. The information provided by Diversified, LLC should not be a substitute for consulting a qualified tax advisor, accountant, or other professional concerning the application of tax law or an individual tax situation.

Nothing provided on this site constitutes tax advice. Individuals should seek the advice of their own tax advisor for specific information regarding tax consequences of investments. Investments in securities entail risk and are not suitable for all investors. This site is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction.