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The Living Plan, LLC.

Lauren Cullen
23 Corporate Plaza Dr. Suite 150
Newport Beach, CA 92660
(323) 967-4634

Languages Spoken

English

About Business

The Living Plan™ is a private executive administration firm that provides services similar to those of a family office controller, often picking up where other professional services leave off.

We provide a comprehensive, relationship-based set of services that ensure all your administrative needs are continuously met, and all your financial and personal business affairs are properly addressed.

Our many services include (but are certainly not limited to):


  • Documents and data management - we provide a single, secure online location for all important documents and data
  • Financial management
  • Problem solving
  • Tax coordination
  • Estate planning oversight
  • Collaboration with other advisors
  • Real estate transaction oversight
  • Notary Public
  • Mail Sorting
  • Homecare coordination and oversight
  • Crisis management