It all starts with a plan. Your plan.

Introducing Bank of America Life Plan®—an easy way to set and track short- and long-term financial goals, get personalized advice when you need it most and more.

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Introducing Bank of America's Life Plan, a powerful way to create a plan that's flexible and customized for YOU, and allows you to tap into personalized advice along the way.

Seamlessly integrated into Bank of America's Mobile app and Online Banking, Life Plan helps you prioritize short and long-term financial goals, break them down into achievable milestones,

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Budget and start saving
Buy a home
Save for retirement

and adjust as life changes, no matter where you are in your journey.

To get started, just access Life Plan through your mobile app, in Online Banking, or talk to an associate.

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Buy a home
Refinance
Pay off student loans

Then simply select what's important to you, and we'll track your progress and celebrate along the way while helping you navigate your next step.

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Fantastic! You've achieved your goals to save $30,000 for a down payment!
View More

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Buying a Home
1. See how much you can afford
2. Set 20% down payment
3. Connect with a Bank of America Loan Specialist

Life Plan's proactive guidance helps you identify what YOUR actions should be at every turn.

We'll show you videos, helpful tools, articles, and checklists that specifically address your needs and provide insights that meet you where you are in your journey.

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Did you know? You should spend no more than 28% of your pretax income on your mortgage.

And while Life Plan offers convenient Mobile and Online Banking options,

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Very good FICO® score
Great job keeping a high score!
VIEW FICO SCORE

..we understand that sometimes you need one-on-one guidance with an experienced financial professional.

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APPOINTMENT
Let's meet
Schedule an appointment with an Associate to get personalized attention
Schedule an appointment

Now, you can have both! Life Plan is committed to helping you shape your life, and make it what you want it to be.

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Encouraging
Empowering

It's just one of the many benefits offered to you as a Bank of America customer.

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Buy a home
Refinance
Pay off student loans

What would you like the power to do? Login or talk to an associate to start your Life Plan today.

Mobile Banking requires that you download the Mobile Banking app and is only available for select mobile devices. Message and data rates may apply. Sequences shortened. Screen images simulated. Credit and collateral are subject to approval. Terms and conditions apply. This is not a commitment to lend. Programs, rates, terms and conditions are subject to change without notice.
Bank of America, N.A. Member FDIC. Equal Housing Lender. © Bank of America Corporation. 3197586

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A plan that flexes with you—
and your communication style.

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 automatically detects bumps in the road and can help you adjust, so you can stay on track. And if you decide to change your goals, you can update them with just a few taps.

Whatever your goals, Life Plan can help.

Choose from 27 objectives, including:

Save for a large purchase
Buy a car
Get married
Learn a
new skill
Live together
Save for
education
Take care of
loved ones
Pay off
student loans
Travel
Cover
health care
costs
Welcome
a child
Refinance
Rent
Renovate
Enjoy
a hobby
Budget and
start saving
Start a
new job
Buy
a home
Manage
job loss
Start a
business
Volunteer
Save for
retirement
Donate to
charity
Improve credit
Give back
Make estate
plans
Give money
as a gift

Get started today in the Mobile Banking app or Online Banking - no downloading required.
Or you can choose to meet with a specialist at a branch near you.

Make an appointment

To view or use Life Plan, you must be enrolled in Online Banking or Mobile Banking. Mobile Banking requires that you download the Mobile Banking app and is only available for select mobile devices. Message and data rates may apply.

Bank of America Life Plan is a registered trademark of the Bank of America Corporation.