Your tech stack

Where Living My Plan fits.

Living My Plan is the client-facing layer of your stack. It sits between your clients and the systems you run the practice on, integrating where it can and being honest about where it overlaps.

The stack, in layers

One client-facing layer, connected to everything else.

Your clients

One familiar, tailored place to see progress, take action, and come back to time and again. Not a generic website, disparate systems, sporadic communication, and extended service gaps.

Living My Plan

The living service plan: meeting prep, structured conversations, activities, documentation visibility, education, and progress, all client-facing. Transparency, accountability, compliance, and demonstrating value, built in.

The systems you run the practice on
CRMSecure portalFinancial planningSchedulingE-signatureSurveys & formsEmailProductivity suiteCompliance
Category by category

Where LMP integrates. Where LMP overlaps.

No system exists in a vacuum. Here is how Living My Plan relates to each tool in a typical advisory stack.

Overlap is not duplication: where Living My Plan overlaps, it is consolidating client-facing touchpoints into one place clients keep coming back to.

CRMIntegrates

Task exports, meeting summaries, client engagement tracking, and audit records can travel into your CRM. If you have a CRM like Laylah.ca that includes a secure and encrypted client-facing portal, forms, secure communication, and document upload and storage, Living My Plan complements it as the engagement layer clients return to.

Workflow example
In your CRM
  • Your operational hub and system of record
  • May be partially client-facing
  • Client records, households, and pipelines
  • Internal tasks and team workflows
  • Secure communication and document storage
  • Forms and data collection
In Living My Plan
  • Your system of action and engagement
  • 90% client-facing
  • The client-facing service plan and annual cadence
  • Meeting prep, in-meeting support, and follow-through
  • Progress, education, and engagement touchpoints
  • Exports that flow back into the CRM record
Secure client portalIntegrates + overlaps

Document vaults and secure messaging stay in your portal, linked from connected workspaces. The service plan itself carries no personally identifying information, so sensitive material lives only behind your portal's encryption, supporting a breach-proof process.

Workflow example
In your portal
  • This is where all personally identifying information goes
  • Upload, store, and share sensitive documents
  • Secure messaging with clients
  • Statements and account-level detail
In Living My Plan
  • Surface what needs attention and why it matters
  • One door into the portal from connected workspaces
  • Bring clients back when something needs action
Platform terms and conditions cover the exclusion of personally identifying information from service plans.
Financial planning softwareIntegrates

Plans and projections stay in your planning tool. The service plan surfaces the work and the next steps around them, and links clients through.

Workflow example
In your planning tool
  • Build projections, scenarios, and analyses
  • Detailed account and plan data
In Living My Plan
  • Turn planning work into visible activities
  • Financial snapshot awareness, gaps at a glance
  • Link clients through when it's time to engage
SchedulingIntegrates

Your booking link lives right on the service plan, in the welcome and in the advisor card, so booking the next conversation never requires an email thread.

Workflow example
In your scheduler
  • Availability, booking rules, and reminders
  • Calendar sync for the whole team
In Living My Plan
  • Booking link in the welcome and advisor card
  • Last and next conversation, side by side
  • Meeting requests prompted in context
E-signatureIntegrates

Consent and disclosure items surface on the plan and hand off to your e-signature tool. Completion shows up in documentation requirements.

Workflow example
In your e-signature tool
  • Execute signatures on secure documents
  • Legal audit trail of the signing itself
In Living My Plan
  • Surface what needs signing and why
  • Track completion in documentation requirements
  • Keep consent status visible to both sides
Surveys & formsIntegrates

Discovery and check-in forms link from activities, and what clients share becomes part of the progressive record.

Workflow example
In your forms tool
  • Build and host questionnaires
  • Collect and store responses
In Living My Plan
  • Link forms from the right activity, at the right time
  • Fold what clients share into the progressive record
Meeting prep & agenda toolsOverlaps

This is what the service plan builder does natively: structured, conversational meeting prep the whole team follows. A separate agenda tool becomes unnecessary.

Workflow example
In a standalone agenda tool
  • Build one-off agendas per meeting
  • Notes that live outside the client view
In Living My Plan
  • Structured, conversational prep built in
  • The same process for the whole team
  • Outcomes flow straight into the living plan
Client education & newslettersOverlaps

The curated library replaces generic drip content with education tailored to each client's life stage, placed beside the work it relates to.

Workflow example
In a newsletter tool
  • Generic drip campaigns to the whole book
  • Open rates instead of understanding
In Living My Plan
  • Accredited content tailored to life stage
  • Education placed beside the work it supports
Client task trackersOverlaps

Client-facing activities, owners, and due dates live on the service plan. Internal-only task management stays wherever your team prefers it.

Workflow example
In your internal tracker
  • Internal-only tasks and team operations
In Living My Plan
  • Client-facing activities with owners and due dates
  • Progress both sides can see and act on
Email & calendarIntegrates + overlaps

Meeting invites and messages still flow through email. The overlap: instead of re-explaining in every thread, you point clients to their service plan page.

Workflow example
In email
  • Invites, confirmations, and quick messages
  • Long explanations lost in inboxes
In Living My Plan
  • One link that answers "where are we at?"
  • Engagement the whole team can see, not buried in threads
Productivity suiteIntegrates

Docs, spreadsheets, and shared drives keep doing internal work. Task exports and meeting summaries carry into the tools your team already lives in.

Workflow example
In your suite
  • Internal docs, spreadsheets, and shared drives
In Living My Plan
  • Task exports and meeting summaries carried in
  • The client-facing version of the same work
Compliance workflowsIntegrates

Audit-style records, consent tracking, and the print-ready client service audit carry straight into your compliance and record-keeping process.

Workflow example
In your compliance system
  • Record retention and regulatory filings
In Living My Plan
  • Instant audit documentation, print-ready
  • Consent and disclosure tracking, visible to both sides

Want to map it to your stack?Tell us what you run today. We'll show you where the service plan fits.

Book a demo