LifePlan Financial Management

Finance · 51-200 Employees

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Overview

Phone Number

(844) 556-7472

Revenue

$22.3 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About LifePlan Financial Management

Certified Cash Flow Specialists provide personalized financial management services through Behavioural Cash Flow Management, helping clients maximize their income and achieve financial goals. They utilize technology and behavioral economics to create custom strategies that address overspending, debt repayment, and future planning. Their mission is to empower individuals with the knowledge and tools necessary to understand their financial situation and make informed decisions. Clients can find a Certified Cash Flow Specialist in various provinces across Canada for tailored financial guidance.Explore more
Popular SearchesLifePlan Financial Management IncCertified Cash Flow SpecialistsSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

LifePlan Financial Manage...

$22.3M
51-200
Private
-
-
N/A
$68.8M
201-500
Private
-
1996
EC
Elmer ChamberlinChief Financial Officer
$7.6M
201-500
Private
-
1987
HM
Hugh McLellandChairman & CEO
$5.4M
11-50
Private
-
1996
SH
Scott HannahPresident & CEO
$5.3M
11-50
Private
-
1979
CM
Carmen MelfiChief Financial Officer
<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
2005
VL
Vanessa LabelleSenior Estate Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

LifePlan Financial Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

LifePlan Financial Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about LifePlan Financial Management.

LifePlan Financial Management Tech Stack

A closer look at the technologies used by LifePlan Financial Management

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Frequently Asked Questions Regarding LifePlan Financial Management

What is LifePlan Financial Management's official website?
LifePlan Financial Management's official website is www.cashflow-specialist.com
What is LifePlan Financial Management's Revenue?
LifePlan Financial Management's revenue is $22.3 Million
What is LifePlan Financial Management's SIC code?
LifePlan Financial Management's SIC: 62,628
What is LifePlan Financial Management's NAICS code?
LifePlan Financial Management's NAICS: 52,523
How many employees does LifePlan Financial Management have?
LifePlan Financial Management has 51-200 employees
What industry does LifePlan Financial Management belong to?
LifePlan Financial Management is in the industry of: Finance, Securities Trading
What is LifePlan Financial Management competition?
LifePlan Financial Management top competitors include: Queensbury Securities, Kerr Financial, MHC Financial, Reynolds & Associates
What technology does LifePlan Financial Management use?
Some of the popular technologies that LifePlan Financial Management uses are: Google Universal Analytics, Cloudflare CDN, Google Font API, Google Tag Manager
How do I contact LifePlan Financial Management?
LifePlan Financial Management contact info: Phone number: (844) 556-7472 Website: www.cashflow-specialist.com
What does LifePlan Financial Management do?

Certified Cash Flow Specialists provide personalized financial management services through Behavioural Cash Flow Management, helping clients maximize their income and achieve financial goals. They utilize technology and behavioral economics to create custom strategies that address overspending, debt repayment, and future planning. Their mission is... to empower individuals with the knowledge and tools necessary to understand their financial situation and make informed decisions. Clients can find a Certified Cash Flow Specialist in various provinces across Canada for tailored financial guidance.Read More

Is LifePlan Financial Management a public company?
LifePlan Financial Management is private company therefore does not currently have an official ticker symbol
See more information about LifePlan Financial Management

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