Get started with LivePlan

        Jumpstart your planning and sign up for a guided tour

        Join our next Kickoff Session

        Sessions are live every Tuesday at 11:00 PT

        Join our next session to explore LivePlan with other new users. We'll highlight key features, provide tips, and answer common questions. 


        In each session we cover:

        • LivePlan’s core features
        • Creating and customizing your Plan
        • Financial planning in the Forecast
        • Collaborating with a team in LivePlan
        • Tracking actual results in the Dashboard

        We encourage you to send your questions when you register. This helps us tailor the session to meet your and fellow participants’ needs.

        Reserve your spot:

        Need another date? See more session dates here

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        Dive into LivePlan

        Get started with a quick overview video. We'll then guide you to the perfect next step.

        Four ways to get started