Your free trial lasts 35 days — a full month, plus a little extra!
Use this time to learn LivePlan, and even get started with your first client! Don't worry you won't need to master it all alone. You'll get complete access to our online and live training during your trial.
What happens when your free trial ends
At the end of your trial, your LivePlan account with all available Companies will convert to a paid account, and you will be billed annually from that date.
Add or remove companies right in the app. Minimum 4 companies for a Strategic Advisor account.
View our FAQ page for answers to common questions.
Our office is open from 8:00am to 5:00pm Pacific Time, Monday to Friday.
Our expert Customer Advocacy team is standing by.
Customer satisfaction
We ask our customers to rate their experience after every interaction with our Advocacy team. We're here to help so you can have the best experience possible.
