Try LivePlan for Strategic Advising

Start with LivePlan software and educational tools to master the LivePlan Method advisory process. Once you're ready, explore additional programs to grow and scale your business.


Per year, billed annually

4 companies to start

Unlimited users

Need 20+ companies? Book a call.

  • Unlimited users
    Value: $500/yr
  • Sales resources
    Value: $500
  • Co-branding
    Value: $500/yr
  • LivePlan advisory guides
    Value: $500
  • Specialized support
    Value: $250/yr
  • Flexibility to add as you go
Start your free 35-day trial
Liveplan Full Access

Full access to LivePlan Premium

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

Stategic Advisor Method

LivePlan Method resources

Get access to a scalable process and client resources 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