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 Invitation Request 

We are excited you would like to move forward with receiving an invitation to the YourLifestylePlan!


The fee for the YourLifestylePlan Service is $195.00 which entitles you to:

  • Access to the planning portal

  • One (1) hour plan review upon completion


Once you are logged into the planning portal, you will be guided through the planning process.  You will be required to input your personal financial information as requested.


Upon completion of your financial plan, contact E. Roger Financial Group for your one-hour plan review;

301-364-1617 or  We will maintain Roster of all initial registrants for this service


Presently, this services is limited to the Residence of the State of Maryland, ONLY.

Ready To Start?  Complete and submit the invitation questionnaire below and our Coordinator will contact you and get you started!

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