Welcome to LivePlan for Strategic Advisors! Our 90-day free trial is the first step to using LivePlan for your client advisory services. Your account comes with three LivePlan licenses, called Companies, plus an additional Company for your firm.
At the end of 90-days, your free software trial will convert to a paid account, with access to 4 licenses. Additional company licenses can be added within LivePlan. You will be charged annually per company license on your account renewal date.
Learn the LivePlan Method for Strategic Advising by signing up for our online training. You can choose to become Expert Advisor Certified as well. After completing this form, you will be taken to the LivePlan sign up page to create your account. To help you get the most out of LivePlan, we will send follow-up emails with further information on our program.
View our FAQ page for common questions.
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.