AI isn’t replacing advisers.
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 advisers 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 client‑led, AI‑assisted planning process built on the AI GAME Plan™ Method. It helps people:
It is not:
Instead, it creates better starting conditions for advice.
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.
Clients are no longer blank slates. They 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 advisers stay in the conversation — with authority and confidence.
Choose your Total Wealth Plan™ licence
Same system.
Different ways of working.
Option 1 — Total Wealth Plan™ (Per-Plan Access)
£297 per plan
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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Client-owned Notion workspace
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Stable AI GAME Plan™ framework (TXT file)
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Guided setup for running the AI GAME Plan™ on Claude
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A complete end-to-end self-discovery process
What this is
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A clearly scoped piece of thinking™
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.
Option 2 — Total Wealth Plan™ Professional Adviser Licence
£149 per adviser / month
Best for
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Active practitioners
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IFAs working with AI-informed clients
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Coaches and planners using the system regularly
What’s included
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Licensed use of the Total Wealth Plan™ with unlimited clients
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Access to the latest evolving AI GAME Plan™ framework
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White-label-friendly client onboarding
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Ongoing framework updates while the licence is active
What this enables
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A controlled, defensible way to work with clients already using AI
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Better conversations before advice
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Adviser authority without defensiveness
Stay in the conversation — with judgement, not resistance.
Option 3 — Total Wealth Plan™ Firm Licence
£495 per firm / month (up to 5 advisers)
Best for
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Small and mid-sized IFA firms
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Teams wanting a consistent client experience
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Clear governance with fewer invoices
What’s included
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Everything in the Professional Adviser Licence
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Coverage for up to 5 advisers
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Centralised access and firm-level use
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White-label consistency across the firm
Same Total Wealth Plan™.
Just scaled sensibly.
How it works
Less interrogation.
More insight.
Better decisions.
Why advisers 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.
Book a free 15-minute clarity call
If you’d like to explore which Total Wealth Plan™ licence fits your way of working, you’re welcome to book a free 15-minute clarity call with Steve.
This isn’t a sales call.
It’s a short conversation to:
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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 IFAs, planners, and practitioners exploring the next phase of advice.