Before you book a free 15-minute clarity call

This short clarity call is designed to confirm whether the Total Wealth Planner Fast-Track is the right next step for you. ​It’s not a general advice call. 

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About the Fast-Track

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The Fast-Track is a 12-week intensive transition for experienced financial professionals who are ready to move into Total Wealth Planning in practice.​

Investment: £3,995

(PayPal instalments available: £1,500 / £1,500 / £1,000) 

In practice, this works best for professionals who:

• have exit capital from selling a practice, or

• have personal savings to bridge the initial transition, or

• are currently earning and investing while still employed

If that level of investment isn’t feasible for you right now, the Fast-Track won’t be the right next step — and that’s completely okay. In that case, you may be better suited to one of the slower-cadence routes (Standard Track or Peer Mentorship), which are designed to support learning and integration without financial strain.

When to book this call

Please book a clarity call only if:

• the Fast-Track investment is feasible for you at this stage, and

• you’re looking to make a clean decision, not just gather information

If that’s you, a short conversation can usually clarify everything.​​