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AI isn’t replacing financial planners.
It is changing where thinking happens.
More clients are arriving having already used AI to explore options, test scenarios, and question decisions. The challenge for financial planners is no longer whether clients will use AI — but how that thinking is structured, and who guides it.
The Total Wealth Plan™ gives you a calm, practical way to respond — without defensiveness, disruption, or abandoning professional judgement.
What is the Total Wealth Plan™?
The Total Wealth Plan™ is a individual‑led, AI‑assisted planning process built on the AI GAME Plan™ Method. It restores human agency and helps people:
It is not:
Instead, it creates better starting conditions for financial planning.
The Total Wealth Plan™ is used by:
Individuals who want clarity before decisions
Planners and coaches supporting self‑directed clients
IFAs working with AI‑informed clients
Firms looking for a structured, future‑ready onboarding process
Same system.
Different ways of working.
Why this matters now
AI has moved sense-making upstream.
Individuals are no longer blank slates. We arrive with thinking already in motion.
Without structure, that can lead to confusion, challenge, or defensive conversations.
With the Total Wealth Plan™, AI becomes:
This is how financial planners stay in the conversation — with authority and confidence.
Start your Total Wealth Plan™
Total Wealth Plan™ (Per-Plan Access)
Free
Best for
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Individuals and households
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Early-stage or low-volume practitioners
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One-off clarity and self-discovery
What’s included
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One-off access to the Total Wealth Plan™
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Web access
What this is
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A clearly scoped piece of thinking
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It takes several days to complete
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Automatically saves as you go
What this isn’t
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A subscription
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An evolving platform
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A professional licence
A piece of thinking — not a lifetime contract.
How it works
Less interrogation. More insight. Better decisions.
Why planners choose the Total Wealth Plan™
You stop being an AI referee. You return to being a guide.
A calm path forward
The future of planning isn’t louder, bigger, or faster. It’s:
The Total Wealth Plan™ helps you design for that future — without abandoning what already works.
Start your free Total Wealth Plan™ here
If you’d like to explore which Total Wealth Plan™ fits your way of working, you’re welcome to try it for free:
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Sense-check where you are
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Explore how AI is showing up with your clients
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Clarify whether the Total Wealth Plan™ is a fit
For individuals, planners, advisers and practitioners exploring the next phase of financial planning.