Frequently Asked Questions


What are the benefits of the Strategic Advisor program with LivePlan?

Our program for Strategic Advisors offers reduced LivePlan software license pricing and various levels of software and advisory training based on your needs.

Tailored around the LivePlan software and the LivePlan Method business process, you can choose a self-guided approach by watching our recorded webinars posted on the training page of our website, or choose a higher level of support from our implementation package.

In addition, we offer LivePlan Expert Advisor Certification, which is focused on marketing support for your Strategic Advising business.

How does the 90 day LivePlan software trial work?

The 90 day LivePlan software trial allows Strategic Advisors a chance to learn how to use LivePlan as their platform for offering client advisory services.

We offer two licenses during the trial so advisors have access to two full client companies to try out with clients, or simply to develop sample clients to see how the software works. Use our webinar and online video training on demand to get all the help and support you need, or select the implementation package for one-on-one support.

At the end of 90 days, the trial account switches to a paid account, with the first two licenses remaining in your account at a two-for-one price. Additional licenses can be added by the account owner through their LivePlan account as needed.

Do you provide a list of tasks for the LivePlan Method business process?

Yes—you can find the task list here. Use the task list to organize how much time each step of the method will require, and who will be responsible for completing the task. It is organized by the LivePlan Method step and aligns each with the LivePlan module used to complete the task..

What is the structure of LivePlan’s account setup for advisors?

Strategic Advisors have one account, based on a main user’s email address. Licenses are added to the account as needed. Each license holds one client plan, called a Company. The account may have unlimited users, and Companies are assigned read/write access by the account owner. Company plans can be archived at any time, and new company data may be written into the same license instance. All Companies can be accessed by the master account dashboard.

What payment methods do you accept?

We accept Visa, MasterCard, American Express, and Discover credit cards as well as PayPal. You're protected with our 60-Day Money-Back Guarantee regardless of payment choice.

What happens to my clients’ plans if I cancel my account?

Your company plans are 100 percent yours at any time. You can take your plan(s) with you when you go. If you decide to end your LivePlan subscription, just export your plan(s) to Word or PDF before you sign out for the last time. You can also put your account on hold for a low monthly fee and we will keep all your data safe and secure for when you are ready to resume business.

Can I change or cancel my account after signing up?

Yes, LivePlan has no long-term contracts of any kind. You can also change from a monthly to an annual plan at anytime—without any penalty.

Will my data be safe and private?

All data living within your LivePlan license, both your plan data as well as the financial actuals imported from your accounting solution, will remain secure and completely confidential. Our products run on a dedicated network with bank-level security that is locked down with firewalls and carefully monitored 24/7. For more information, please read our security and privacy policy pages.

Will LivePlan work for any industry?

LivePlan works for every industry: retail, restaurants, services, healthcare, and all other sectors. It also comes with over 500 sample plans you can use as a guide while writing your own plan. Plus, LivePlan has industry benchmarks for over 1,000 industries included. Knowing your industry standards helps ensure that your forecast is both challenging and achievable.

What if I have more questions?

Please see our full frequently asked questions page or contact us and we’d be happy to help you personally. Also, we offer a robust customer help center for all questions about using LivePlan, which we update constantly.

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Call 1-888-498-6136 or start a live chat.

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Customer Advocacy Team

Customer Satisfaction

We ask our customers to rate their experience after every interaction with our Advocacy team and we’re constantly striving to raise this number higher.

Teri Epperly former Director of Training and Customer Experience

Thank you to Teri Epperly, our former Director of Training and Customer Experience, for 20 years of exceptional service.