Just the basics

The essentials to managing your account and getting started with LivePlan

Getting Started Guide

Welcome to LivePlan! Explore videos and articles below to kickstart your business planning journey and find the best starting point for you.
Creating and managing companies

In LivePlan, a Company is a container that holds a Plan, Pitch, Forecast (or multiple forecasts), Benchmarks, Schedule, and Dashboard. Feel free to create as many companies in your account as you like.
Managing your account

How to manage various aspects of your LivePlan account.
Quick Answers

Get answers to our most frequently asked questions here.
LivePlan for advisors, consultants, and educators

Looking to incorporate LivePlan into your practice or curriculum? Are you a student using LivePlan? Find your answers here.

Quickstart Guides