Welcome to LivePlan for Strategic Advisors! Our 90-day free trial is the first step to using LivePlan for your client advisory services. The trial comes with two LivePlan account licenses, called Companies. Use one for yourself and one for a pilot client.
Learn the LivePlan Method for Strategic Advising by listening to our recorded training or by taking advantage of our implementation services package. You can choose to become Expert Advisor Certified as well. After completing this form, you will receive follow-up emails with further information on our program. You can also view our FAQ page for standard questions.
At the end of 90-days, your free software trial will convert to a paid account, with the first two licenses remaining in your account at a two for one price. Additional company licenses can be added online. You will be charged annually per company license.
Call 1-888-498-6136 or start a live chat.
Our office is open from 8:00am to 5:00pm Pacific Time, Monday to Friday.
Our expert Customer Advocacy team is standing by.
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.
Thank you to Teri Epperly, our former Director of Training and Customer Experience, for 20 years of exceptional service.
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