Find out what financial
freedom feels like.

    • Griffith M.

      Aliso Viejo, Ca

      My family was in the process of deciding whether or not we could afford to have my wife leave her job and be a stay at home mom. I assumed we would take a big financial hit, so I decided to run a comparison model to see how her not working would impact our future net worth. It turns out that in the big picture, having my wife stay home with the kids did not drastically impact our estimated numbers. This gave us the confidence to make the decision and last Friday was her last day of work! LifeLight is a powerful tool no matter what stage of life you are in and it played a major part in helping us make a big family financial decision.

    • Justin N.

      Costa Mesa, Ca

      Something I’ve always wanted to do is to plan out our financial future but there are so many things to think about that always kept me from getting an accurate picture. LifeLight has made it so easy to do and I’m feeling more confident knowing our numbers to help my family make key decisions in our lives!

    • Blake G.

      Huntington Beach, Ca

      LifeLight has been invaluable for our family. The ability to easily run a new scenario has helped us make so many decisions with confidence. From evaluating a home renovation to looking at private school options for our kids, just takes the guessing out of the equation.

    • Frank C.

      Newport Beach, CA

      This interactive tool allows me to adjust the data for large financial decisions and see how they affect my long-term goals and outcomes. It makes me a better husband, father and steward of my financial future. This is just what I’ve been looking for.

    • Sadie K.

      Irvine, CA

      As first-time home buyers, we had many questions and points of anxiety regarding the whole process. LifeLight was such a great help throughout our home buying experience! The information provided to us through the model really laid out what we could expect as new home owners and it played a huge role in easing our mind and heart about the decision.

    • George Z.

      Long Beach, CA

      The LifeLight model is just what I needed to be able to visualize my current and future financial picture. I’ve tried several other programs that help you with basic spending and budgeting but I was left wanting more. LifeLight is so much more! With LifeLight, now I have a comprehensive one-stop tool with everything in one place. It’s like my own personal financial vault. I like the ability to change assumptions and to see the long-term impact of a financial decision by creating “what-if” scenarios.

    • George Z.

      Long Beach, CA

      As a financial advisor, I encourage my clients to be in control of their financial picture and not to rely solely on their advisors. Often times, the clients can see things that advisors don’t see because finances can be very personal and subjective. Advisors love organized clients and the LifeLight model will surely help clients become much better prepared when dealing with their financial professionals. Whether preparing taxes with their CPA, planning for insurance with their agents, managing their investments, working with estate planners and even mortgage professionals, the LifeLight tool is a terrific tool.

    • Frank C.

      Newport Beach, Ca

      As a financial professional, I’m impressed by how the LifeLight model gives people the tools to honestly look ahead to retirement and even estate planning. It covers all the bases and provides the most informed look ahead I’ve seen.

    • Justin N.

      Costa Mesa, Ca

      Something I’ve always wanted to do is to plan out our financial future but there are so many things to think about which always kept me from getting an accurate picture. LifeLight has made it so easy to do and I’m feeling more confident knowing our numbers to help my family make key decisions in our lives!

    • Griffith M.

      Aliso Viejo, Ca

      My family was in the process of deciding whether or not we could afford to have my wife leave her job and be a stay at home mom. I assumed we would take a big financial hit, so I decided to run a comparison model to see how her not working would impact our future net worth. It turns out that in the big picture, having my wife stay home with the kids did not drastically impact our estimated numbers. This gave us the confidence to make the decision and last Friday was her last day of work! LifeLight is a powerful tool no matter what stage of life you are in and it played a major part in helping us make a big family financial decision.

    • Kyle Z.

      Irvine, CA

      When we have met with financial counselors through the years, we are always getting their perspective and values expressed through their models or tools, leaving us feeling like the numbers are bent around them instead of us. LifeLight is neutral, it simply displays the facts giving us a clear view which allows us to feel like we are in control. This is the only tool we’ve encountered that allows us to project and compare different futures, helping us make more informed decisions today around our goals for tomorrow.

    • Verne M.

      Danville, CA

      LifeLight takes away the fear of worrying we won’t have enough.

    • DK Kim

      Worship Pastor, Mariners Church

      The LifeLight model was instrumental in helping us weigh the costs and benefits of purchasing a home. Home ownership seemed an impossible dream for us. LifeLight gave us an incredible outlook that went far beyond our current season of life and was able to paint a realistic picture that gave us hope and motivation to move forward with this life-altering decision. A dream has come true for us and we are grateful that we can love where we live with a greater measure of confidence thanks to LifeLight.

    • Sadie K.

      Irvine, CA

      As first-time home buyers, we had many questions and points of anxiety regarding the whole process. LifeLight was such a great help throughout our home buying experience! The information provided to us through the model really laid out what we could expect as new home owners and it played a huge role in easing our mind and heart about the decision.

    • DK Kim

      Worship Pastor, Mariners Church

      The LifeLight model was instrumental in helping us weigh the costs and benefits of purchasing a home. Home ownership seemed an impossible dream for us. LifeLight gave us an incredible outlook that went far beyond our current season of life and was able to paint a realistic picture that gave us hope and motivation to move forward with this life-altering decision. A dream has come true for us and we are grateful that we can love where we live with a greater measure of confidence thanks to LifeLight.

    • Verne M.

      Danville, CA

      Rather than waiting until the end of my life to give all that God has entrusted me with, LifeLight is teaching me and challenging me to give more today because I understand there will be enough through this process to get to the end. LifeLight takes away the fear of not finishing well and worrying if we will have enough.

    • Rob D.

      Costa Mesa, CA

      As a former CFO, I know the value of not only reviewing and analyzing past results but also being able to accurately model the future. I found the LifeLight model simple and intuitive but yet incredibly anticipatory and robust. It was only after running the model and comparing different scenarios that I had the clarity to see that I was going to need to either make more or spend less if I was going to hit my retirement age goal.

    • Rev. Joseph W. Handley, Jr.

      President Asian Access

      I enjoyed walking through the LifeLight model. It was simple to use and the output was informative. I learned a few things that I hadn’t been aware of. If you are uncertain about preparing for your future, I’d encourage you to give it a try. You won’t regret it.

    • Rob D.

      Costa Mesa, CA

      As a former CFO, I know the value of not only reviewing and analyzing past results but also being able to accurately model the future. I found the LifeLight model simple and intuitive but yet incredibly anticipatory and robust. It was only after running the model and comparing different scenarios that I had the clarity to see that I was going to need to either make more or spend less if I was going to hit my retirement age goal.

    • Frank C.

      Corona del Mar, CA

      We’ve always been told that we can’t see the future but this LifeLight model really does enable us to see our financial future. Most importantly, it shows us how the decisions we make today can influence our future.

    • Kyle Z.

      Irvine, CA

      When we have met with financial counselors through the years, we are always getting their perspective and values expressed through their models or tools, leaving us feeling like the numbers are bent around them instead of us. LifeLight is neutral, it simply displays the facts giving us a clear view which allows us to feel like we are in control. This is the only tool we’ve encountered that allows us to project and compare different futures, helping us make more informed decisions today around our goals for tomorrow.