Your goals are waiting. Life Plan can help.

Bank of America Life Plan® is an easy, flexible way to set and track your short- and long-term goals, get one-on-one advice and adjust when life changes.

Life Plan online and mobile banking experiences

Access your plan when and where you need it

It's easy to access Life Plan through the Bank of America Mobile Banking app, Online Banking, or connect with one of our financial specialists. They'll listen to your needs, help you get started and modify your plan as needed.


Set your goals


Choose goals that are important to you. Whether you're buying a house, saving for college, or anything in between, Life Plan can help you break things down into attainable milestones.


Track in real time


Life Plan shows your daily progress and provides helpful insights and info that keep you moving toward your goals.

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Get advice when you need it


Access tailored next steps within the Life Plan dashboard, and get personalized advice from a trusted financial specialist who can help you shape a path forward.

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Make changes as necessary


Life Plan automatically detects bumps in the road and can help you adjust, so you can stay on track. And if you decide to change your goals, you can update them with just a few taps.

Whatever your goals, Life Plan can help

Choose from 27 categories, including:


Get started today in the Mobile Banking app or Online Banking - no downloading required. Or you can choose to meet with a specialist at a branch near you.