Starter Pathway
A Supported Foundation for Building a Holistic Planning Practice
Starting a new professional chapter can be exciting — and daunting.
The Academy of Life Planning’s Starter Pathway is designed to give you structure, clarity, and support as you explore building a holistic wealth planning business — without pressure, hype, or unrealistic promises.
This is not about rushing.
It’s about starting well.
Who This Pathway Is For
This pathway may be suitable if you are:
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exploring self-employment or portfolio working
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transitioning from a traditional financial services role
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building a values-aligned planning practice
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looking for structure rather than guesswork
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seeking guidance without dependency
You do not need prior business ownership experience.
You do need curiosity, commitment, and care.
What the Starter Pathway Provides
A Supported Business Foundation
Over an initial 12-week period, you receive:
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structured training in holistic, life-first planning
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accreditation in the GAME Plan framework
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a professionally built website and admin system (optional)
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guidance on business design, pricing, and positioning
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access to tools, templates, and learning resources
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optional mentorship and peer community support
This is about capability, not shortcuts.
About the “Business in a Box” Option
Some starters prefer a done-for-you technical foundation.
If you choose this option, we can provide:
a white-label website
mobile-responsive cccessibility
e-commerce capability
a system you can later take full control of
CRM and invoicing setup
all managed by Wix
What This Pathway Is Not
To be clear:
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We do not promise income levels
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We do not guarantee timelines
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We do not sell “financial freedom”
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We do not push people into self-employment
Outcomes depend on many factors — including effort, context, pacing, and choice.
Our responsibility is support and structure, not results we cannot control.
About Money and Expectations (important)
Some participants cover their initial costs early.
Others take longer.
That’s normal.
This pathway is designed to:
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reduce avoidable mistakes
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shorten learning curves
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increase confidence and competence
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support sustainable decision-making
Not to create pressure.
A Final Word
Starting something new should feel:
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considered
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supported
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grounded
Not rushed or risky.
This page exists to help you decide — not to persuade you.