Bank of America Life Plan® is a powerful digital tool that helps you work toward your short- and long-term goals, get one-on-one advice and adjust when life changes.
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.
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.
Make changes as necessary
Life Plan helps you detect bumps in the road and can help you adjust, so you can stay on track.
