Try LivePlan for Advisory free for 90 days

Start with the software and LivePlan Method advisory process. Then invest in additional programs to grow and scale.


billed annually

3 Companies (+1 free!)

Additional Companies are $180/year.

Need 20+ companies? Call for pricing.

Everything below is included:

  • Unlimited users
    Value: $200/yr
  • Quarterly CPE webinars
    Value: $600/yr
  • 1 free company for your practice
    Value: $240/yr
  • Sales resources for your firm
    Value: $350
  • Onboarding support
    Value: $250
  • Priority support
    Value: $180/yr
  • Co-branded reports & software
    Value: $400
  • LivePlan Method resource guides
    Value: $500
Start Your 90-Day Trial
Liveplan Full Access

Full access to LivePlan.

Build forecasts and strategic plans, track financials, and create easy-to-understand reports.

Stategic Advisor Method

LivePlan Method resources.

Get a scalable process for delivering and selling value-added advisory services.

Expert Advisors Certification Badge

Option to get certified.

Complete online training to be listed as a LivePlan Expert Advisor.

Some of our fans

Fabien Gendron

I use LivePlan for planning purposes for my own firm, as well as assist our business clients that want the same planning, forecasting and monitoring setup. LivePlan strikes a nice balance between simplicity and ease of use, and ability to customize so as to reflect a business' particular financial ins and outs.

Billy Lacey

One of the biggest things that struck me about LivePlan was the LivePlan Method that you could roll out. With the marketing and service packages available in the training program, you can build to scale very quickly.

Jason Meredith

The biggest thing LivePlan gives you is the conformity of your platform. Because these types of services can be pretty widespread, you don't want to be open-ended for every customer. LivePlan gives us consistency—it covers all the bases we need to offer these advisory services.

Stategic Advisor Logos