Welcome To Liveplan
for Strategic Advisors

Create Account

• Complete the form below to create your LivePlan Strategic Advisor account.
• Your account comes with 4 LivePlan licenses, called Companies—use one to manage your own firm, or as a demo.

Get Onboarded

• After completing the form, you will be prompted to book an onboarding call.
• Advisors who onboard with us have an easier time getting started.

90 Days to Learn

• After completing this form, your next step will be creating a LivePlan account.
• Take 90 days to learn and implement LivePlan—check out our online training!
• At the end of 90 days, your free LivePlan trial with 4 Companies will convert to a paid account. As the account owner, you can add as you go within your account.