BANK OF AMERICA LIFE PLAN®1
Put your goals front and center with Life Plan
Your goals are a priority. Get a streamlined view and insights tailored to your needs to help you reach them. Plus, step-by-step checklists for our most popular goals.
Let’s make a plan
Create a goal
Set short- and long-term financial goals. And fund them with a qualifying Bank of America banking or Merrill investment account.
Check off milestones
Get step-by-step checklists for our most popular goals. And prepare for what’s next with helpful tips.
Track progress
Stay on track and easily make adjustments when priorities change.
Get help when you need it
Our specialists will listen to your goals, help you get started and modify your plan as needed. Visit a financial center to make an appointment or click the button below to get started.
Create your Life Plan
Your next milestone may be right around the corner. Life Plan keeps up with you, helping you plan for today’s goals and whatever the future brings.
