Launching - ElliPlanner™ Subscription

ElliPlanner™ — Life Organizer

Most Popular — Digital Command Center for Your Family's Financial Life

ElliPlanner™ helps individuals and families securely organize policies, accounts, healthcare directives, caregiver plans, beneficiaries, passwords, and life documents — all in one secure platform with 20+ built-in financial readiness calculators.

Everything Your Family Needs in One Place

From healthcare directives to password vaults, ElliPlanner™ brings every critical piece of your financial life into a single secure platform.

One-time setup of $39.99, then just $20/year for secure cloud access and updates.

$59.99 total for your first year

What's included

• Policies, accounts, and beneficiary management
• Healthcare directives and caregiver planning
• Documents and password vault
• 20+ financial readiness calculators
• End-of-life planning and emergency repository