BofA Rolls Out Life Plan Tool with Access to Financial Professionals
October 7, 2020 by Alex Padalka
Bank of America says it has launched a financial planning program aimed at offering customers digital services as well as connecting clients with the firm’s financial professionals.
Life Plan, as the new program is called, is available to BofA clients through its mobile app and online banking platform, according to the bank.
The program allows users to choose and prioritize their goals in regard to their finances as well as their family, health, home, work, leisure and giving, BofA says. As users’ priorities change, the program allows them to update their financial goals in real time, as well as to track progress and tap personalized recommendations on steps to achieve their goals, according to the bank.