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.

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.

screen desktop

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.

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.