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.
Full access to LivePlan Premium
Build multiple forecasts and strategic plans, track financials and benchmarks, and create easy-to-understand reports.
LivePlan Method resources
Get access to a scalable process and client resources for delivering and selling value-added advisory services.
Option to get certified
Complete online training to be listed as a LivePlan Expert Advisor.
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.
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.
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.