Life Planning Network

What Life Planning Network does

Life Planning Network is a US-based non-profit organization founded in 2002 and headquartered in Sharon, United States, that provides networking, research, and development services for life planners. Per the available firmographic record, it operates as a membership-style association serving practitioners in the life-planning profession, a niche financial-advisory discipline focused on holistic personal financial planning. The organization employs between 101 and 251 people, suggesting a mix of paid staff and possibly volunteer or member-affiliated contributors typical of professional associations of this scale.

The input data provides no detail on specific products, service offerings, technology platform, membership tiers, dues structure, research output, events, or chapters. The organization's public website (lifeplanningnetwork.org) is currently offline, displaying a cPanel default error page that indicates DNS, IP, or server misconfiguration — no About Us, programs, member resources, or governance disclosures are accessible. As a result, the organization's business model, revenue mechanics, go-to-market approach, and customer segments cannot be characterized with specificity from primary sources; the most plausible revenue sources are membership dues, event programming, and grants, consistent with a small professional non-profit association, but none of these are confirmed in the input.

Name

Life Planning Network

Website

https://lifeplanningnetwork.org

Company type

Private

Founded year

2002

Headcount range

101–250 employees

Short description

Life Planning Network is a US-based non-profit organization founded in 2002 that provides networking, research, and development services to life planners; it is headquartered in Sharon and operates with a 101–250 person headcount band.

Ownership category

akta.pro rank

Headquarters

HQ city

Sharon

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Core offering

Life Planning Network is a non-profit organization that provides networking, research, and development services for life planners. It functions as a professional association supporting practitioners who work in the life planning field, facilitating community, knowledge exchange, and capability-building among its members.

Differentiator

Problem solved

Functional benefit

Products and services

• Networking services for life planners

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves1 record

Emerging players

• Kitces.com: A leading research, technology, and education platform for financial advisors. Comparable as an emerging knowledge and community hub that competes for the same advisor mindshare that Life Planning Network's research offerings address.
• Morningstar Advisor (Advisor Workstation / Practice Management): Provides research, practice management, and community resources for financial advisors. Comparable as an emerging ecosystem player offering the kind of research and professional development services Life Planning Network delivers to its members.

Direct peers

• Financial Planning Association (FPA): The largest U.S. membership organization for CFP professionals and financial planners, providing networking, continuing education, and advocacy. Directly comparable as a member-driven association serving the same planning professional community that Life Planning Network targets.
• XY Planning Network: A network supporting next-generation fee-only financial advisors, particularly those serving Gen X and Gen Y clients. Comparable as a member-driven community built around a defined slice of the financial planning profession.
• National Association of Personal Financial Advisors (NAPFA): A fee-only financial advisor association focused on comprehensive financial planning. Highly comparable to Life Planning Network given its networking, research, and education mission for fee-based planning professionals.
• Garrett Planning Network: A network of fee-only hourly financial planners offering a recurring-fee service model. Closely comparable as a smaller, niche professional network serving financial life planners with shared branding and referral infrastructure.
• Alliance of Comprehensive Planners (ACP): A membership community for fee-only advisors practicing comprehensive, planning-focused financial advice. Directly comparable in target audience (holistic life planners) and member-service model (networking, education, peer collaboration).

Broad incumbents

• National Association of Insurance and Financial Advisors (NAIFA): A large, broad-based association for insurance and financial services professionals. Comparable as an incumbent membership organization with overlapping networking and advocacy missions for advisors serving individual clients.
• CFP Board: The certifying body for the CERTIFIED FINANCIAL PLANNER™ designation in the U.S. Comparable as the dominant standards-setting and education infrastructure that any life-planning professional network must coexist with.
• Society of Financial Service Professionals (SFSP): A multidisciplinary association for financial services practitioners including advisors, accountants, and attorneys. Comparable as a peer professional community supporting holistic planning practitioners through education and networking.

Market position

Strengths3 records

Weaknesses3 records

Competitive moat2 records

Key risks4 records

Key highlights3 records

Customer concentration

• Xx.com/lifeplanningnet
• Facebookfacebook.com/LifePlanningNetwork

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Life Planning Network