The Longevity Project
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For active members

Client Portal

A private space reserved for clients with an active membership: your plan, your priorities, and your next steps, all in one place.



Inside your portal

Everything in One Place

Depending on your planning relationship, your portal may include:





Your Longevity Plan

Your personalized plan and current priorities, always up to date.




Action Steps & Progress

Next steps, gentle reminders, and progress updates as your plan moves forward.




Documents & Resources

Planning worksheets, organized documents, and recommended resources.




Appointments

Upcoming meetings and easy scheduling, all in one view.




Private Messaging

A private, direct line to The Longevity Project.




Your Trusted Team

Profiles for the Collaborative professionals in your plan, with their background, services, and how to reach them, plus appointment reminders and messages in one place.




Accessing Your Account

The Client Portal is available only to ongoing clients with an active membership. It is not open to general website visitors. When your membership begins, you’ll receive an email invitation with simple instructions for creating an account and setting a password.




Need a Hand?

Haven’t received your invitation, or need help finding something? We’re happy to help.

Email support@plan4longevity.com

Phone 616-500-0150

Not yet a client?

Begin With a Conversation

The Client Portal is reserved for active members. If you’re exploring our services, start with your free Longevity Snapshot or book a complimentary consultation to talk about what matters most.

Longevity Planning
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The Longevity Project

Thoughtful planning for the life you want to live.

Greater Grand Rapids & Ottawa County

616-500-0150 | hello@plan4longevity.com

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