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90-Minute Second Brain Session
Bring me the problem, not the portfolio.
Work through an important financial decision with a Chartered Financial Planner. Keep control of your money and your next step.
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When a decision feels complex, it helps to talk it through with someone who knows what to look for. I’m Steve Conley, Chartered Financial Planner, Total Wealth Planner™ and founder of the Academy of Life Planning. Bring me the question you’re turning over. Together we’ll look at what you know, what you might have missed and what you need to find out before you act.
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£249 one-time fee with the Foundation offer until 10 December 2026. Usual price £297.
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90 minutes of private Zoom support · Written summary notes · No ongoing commitment
What are you trying to decide?
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Retirement and pensions. Can I afford to retire or work less? How might different ways of drawing income affect my plan?
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Property and tax. Should I own a second property personally or through a company? What do I need to ask an accountant before I decide?
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Inheritance and legacy. How much can I give my family and still have enough for the life I want?
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Advisers and investments. Do I understand what my adviser is proposing and what I’m paying for? What would I need to take on if I managed my own money?
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Work, business and life changes. Can I afford to change career, sell my business or take time out? What would make the numbers work?
You can bring an adviser’s proposal, a financial plan, your own research or simply a question you keep coming back to.
How it works
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Send me a short outline. Tell me what you’re trying to decide, what you’ve already considered and where you’re stuck. Share any relevant documents you want us to discuss.
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Think it through together. We’ll use 90 minutes on Zoom, normally in three private 30-minute conversations. We’ll put the decision in the context of your life, look at your options and trade-offs, and identify risks, blind spots or missing information. The time between calls gives you room to reflect or check something before we meet again.
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Take away written notes. I’ll summarise the key points, the questions still to answer and the practical steps you could take next. You decide what to do and when.
Can I use this if I already have an adviser?
Yes. You can use a Second Brain Session to make sense of a proposal, prepare questions for your adviser or work through a decision that sits alongside your investments. You pay a fixed fee for financial planning and decision support. Your investments stay under your control. There are no product sales, commissions or percentage-of-portfolio fees.
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If your decision calls for regulated financial advice, tax advice or legal advice, I’ll help you identify the question to take to the appropriate specialist. If more planning would help, we can discuss the scope and cost separately. The session stands on its own.