Who We Are

LifePlanZen helps Canadians plan for later life with dignity, clarity, and confidence — through guided support, tools, and practical resources.

Holistic Life Planning

From healthcare awareness to financial clarity and personal goals — we guide you through it all.

Emotional wellbeing and mental preparedness

Financial and legal peace of mind

Family and caregiver guidance

Business Model

How LifePlanZen creates impact, builds trust, and sustains long-term value for older adults and their families.

1. Value Proposition

We provide seniors and their families with holistic life planning support — from emotional wellbeing to financial clarity — through expert-guided sessions, tools, and resources tailored to aging with dignity and purpose.

2. Revenue Streams

  • Consultation Packages: Paid one-on-one sessions with certified life planning specialists.
  • Digital Toolkits: Downloadable retirement and transition planning templates.
  • Workshops & Webinars: Paid online events for group learning and guided reflection.
  • Partnership Referrals: Affiliate income from trusted wellness, legal, and insurance providers.

3. Target Audience

  • Canadians aged 55+ looking to plan their next chapter
  • Adult children supporting aging parents
  • Caregivers seeking holistic guidance tools
  • Organizations offering senior-focused benefits

4. Distribution Channels

  • Official website with session booking and resources
  • Email guides and weekly planning prompts
  • Educational blog and video content
  • Community partnerships and senior centres

5. Customer Engagement

  • Personalized follow-ups and email summaries
  • Private life planning dashboard (beta)
  • Monthly online check-in events and discussion circles

6. Future Scalability

  • Mobile app for retirement planning & journaling
  • White-label family planning portal for HR programs
  • Partnerships with national insurance and elder care networks

Your Roadmap to Aging with Confidence

Our programs are built around empathy, expertise, and experience — to empower seniors and their families.

Step-by-step life plan builder

1-on-1 coaching sessions

Planning tools & downloadable kits