A closer look at what Living My Plan does for advisory teams, what comes with it, and the questions we hear most.
From meeting prep to follow-through, the service plan gives the whole team one consistent way to deliver, and gives clients one clear place to see it.
Intentionally designed to protect client privacy by eliminating personally identifying information altogether: age not birthdate, first names not full names, no account or policy numbers.
In-context training means everyone follows the same process, and the service plan builder creates consistency from client to client.
The client onboarding process lays out an entire year, setting expectations and impressing clients from day one.
Built-in workflows, processes, service plans, and templated activities. Your service model, ready to deliver.
A structured, conversational approach guides the meeting toward better outcomes instead of drifting through an agenda.
Every plan generates engagement, connection, and collaboration opportunities while informing and educating clients.
A visible, progressive relationship that demonstrates the value of the work advisors do every day.
Important activities and tasks are surfaced and managed in one place, so nothing slips between systems.
Clients see what their advisor can support, so questions come to you instead of going unasked.
Information, resources, and tools aligned with each client's life stage and circumstances.
A centralized, connected experience that brings clients back to the relationship time and again.
It's there when you can't be: an ongoing opportunity to serve clients between meetings, not just during them.
Focused engagement the whole team can access and easily understand, instead of lost in meeting notes, text messages, and inboxes.
Simplify communication by pointing clients to their service plan page instead of re-explaining in every email.
Long gaps create distance from the relationship and lost opportunity. Living My Plan brings clients back time and again, connecting the advisor and team with ongoing support and value.
An easy way to reintroduce your firm and your new digital client experience to clients who may have gotten lost in the mix.
A supportive branding process that mirrors your existing brand with your logos, colors, and team photos.
See where it integrates, and where it overlaps.
No. It works alongside the systems you already use (CRM, secure portal, scheduling, e-signature, and compliance workflows) and can also support practices that do not yet have a CRM.
We intentionally designed Living My Plan to protect client privacy and personally identifying information by eliminating it altogether. Plans use age not birthdate, first names not full names, no account or policy numbers, generalized information, and rounded values. Combined with integrations to secure, encrypted portals, this supports a breach-proof process.
Through a link. No app to download, no account setup burden. The plan is available 24/7, 365, whenever something is on their mind.
No. The service plan documents and organizes the advisory relationship; advice is always delivered by the advisor.
It takes less than 10 minutes to bring a plan to life. From there it creates an annual cadence and a familiar, tailored space for clients to engage with your team digitally.
Both. Solo advisors get structure and follow-through; teams get one consistent meeting-prep and service-delivery process everyone can follow.
Yes. Each line of business acts as another business: customization starts at $499.99, plus $5 per plan monthly to a max of 20 plans (or $99 monthly), and then unlimited plans are included.
One price per advisory team, with no per-seat pricing: $99 onboarding, plus $5 monthly per plan for your first 20 plans. After that, every additional plan is included, unlimited. Complete customization starts at $499.99.
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