Who is a financial plan for?

Escape the  treadmill 

Leave the rat-race and pursue your dream as your own boss.

Mid-life happiness

Discover a new sense of self and purpose for the rest of your life.

Your new direction 

Faced with two paths the route ahead could combine both.

When two become one

When you want to knit together two sets of dreams to one future.

We help you to make the most of your money. 

Have a conversation with us and avoid rash, ill-informed and, ultimately, costly mistakes with your finances, allowing you to feel confident about all your financial decisions. We can help you to decide which solutions are best for you in the complex world of financial services.

 

Our financial planning service provides a more personal way to help you achieve your goals. By listening to your circumstances and financial aspirations, answering all of your questions along the way, we can help you to create the right financial plan for you.

 

Financial Planning includes:

  •  Investment Planning
  •  Retirement Planning
  •  Inheritance Planning
  •  Estate Planning
  •  Risk and Insurance Planning
  •  Tax Planning
  •  School Fees Planning
  •  Lifetime cash-flow forecasting
  •  Needs analysis
  •  Life Planning
  •  Fiduciary services
  •  Asset recovery

Seeking financial planning advice can help provide peace of mind for you and your family's future. 

 

We are not financial intermediaries. No products are sold. We provide generic advice and financial education for self-implemented solutions. Because we don't take commission, or adviser charges contingent on product purchase, you are guaranteed that there is no conflict of interest and we place your best interests first. We call this our fiduciary obligation. For more details see ABOUT US.

30-Minute Consultation

For your 30-minute consultation to discuss your financial planning requirements, please order via our Shop. The price is £49.99. Place your order today and we will contact you within two-working-days to arrange an appointment at a time that is convenient for you. 

 

Explore our best selling offers

Financial Freedom - Bronze

Any Financial Problem Solved. One question. 15-minute written response by email. Price £9.99.

Financial Freedom - Silver

Any Three Financial Problems Solved. Three questions. 30-minute written response by email. Price £19.99.

Financial Freedom - Gold

Many Financial Problems Solved in Person. Multiple questions. 30-minute webcam response. Price £49.99.

Why Choose Us

 

  • We offer personal face-to-face advice in the comfort of your own home via video conferencing.
  • We have a passion for market integrity, transparency and honesty. We want to protect you and your family from a hazardous market, and can offer the service to do just that.
  • We are expert financial planners, on your side without conflict of interest, to help you keep pace with life changes.

 

"If you fail to plan, you are planning to fail!" - Benjamin Franklin

Our 4-Step Process - The GAME Plan

 

  1.  GOALS - We meet you and agree your goals.
  2.  ACTIONS - We identify the actions you must take to overcome obstacles.
  3.  MEANS - We produce a financial report to model your means and 'what if' scenarios.
  4.  EXECUTION - We help you to execute your financial plan.

Our philosophy is simple. We listen to what you want and use our expertise to create a financial plan to help you get what you need.

 

Quarterly Membership

£1,500

Includes:

  • Six 90-minute online coaching sessions
  • A Financial Freedom Forecast with multiple 'what-if' scenarios
  • Regular home-study planning exercises throughout
  • Lifetime access to the virtual planning community
  • Lifetime structured mentoring
  • Book your 30-minute Discovery Meeting to find out more

Couple's Membership

£2,400 

Includes:

  • Six 120-minute online coaching sessions
  • A Financial Freedom Forecast with multiple 'what-if' scenarios
  • Regular home-study planning exercises throughout
  • Lifetime access to the virtual planning community
  • Lifetime structured mentoring
  • Book your 30-minute Discovery Meeting to find out more

Annual Membership

£9,730 

Includes:

  • Quarterly Membership starting immediately. 
  • Your Money or Your Life Bootcamp! 4-day workshop in UK.
  • Virtual community and training.
  • One Business Plan Review.
  • Nine month group mentorship with Steve Conley. 
  • Book your Discovery Meeting to find out more.

 

Couple's Annual Membership

£15,499

Includes:

  • Couple's Membership starting immediately.
  • Your Money or Your Life Bootcamp! 4-day workshop in UK.  x 2 places.
  • Virtual community and training for two.
  • Two Business Plan Reviews.
  • Nine month group mentorship with Steve Conley for two.
  • Book your Discovery Meeting to find out more.
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