Academy Membership: Empower Your Financial Journey for £24/ Month
Welcome to the Academy of Life Planning, where we believe in democratising financial planning and empowering both financial planning advisers and individuals to achieve their financial and personal goals. For just £24 a month, our membership offers a comprehensive suite of services designed to support your financial journey, whether you want to run your own firm or be your own financial planner, helping you cultivate a sustainable livelihood.
Comprehensive Financial Education AI Tools
Planning My Life is a self-led framework that empowers you to design your future on your terms. No fees. No hidden agendas. Just clear tools, trusted guidance, and the GAME Plan to help you live with clarity, confidence, and freedom.
Financial Planning Applications
Utilise HapNav, our user-friendly cash flow forecasting tool. Plan your finances with confidence and achieve your financial goals with lifetime cash flow forecasting.
Business Planning Templates and Support
Access a variety of business planning templates and receive support to help you start or grow your business successfully.
Financial Activation Measurement
Assess and develop your financial skills, habits, and confidence. Our activation tools lead to improved outcomes, better service utilisation, lower servicing costs, increased self-management skills, positive behaviours, and reduced financial troubles.
Unlimited Bottomless Email Q&A Support
Get your financial questions answered with our unlimited email support. Our experts are here to provide guidance and insights whenever you need them.
Regular Updates, Webinars, and Exclusive Events
Stay informed with our regular updates and attend exclusive webinars and events. Learn from industry experts and network with like-minded individuals.
AI Life Planner: Personalised Guidance and Resources
Benefit from our AI-powered Life Planner, offering personalised guidance and resources tailored to your unique financial situation and goals.
Continuous Improvement and Updates
Enjoy access to the latest tools, resources, and industry best practices. We are committed to continuous improvement to ensure you always have the best support available.
Additional Mentorship Sessions (£100/hour)
For more personalised support, schedule one-on-one mentorship sessions with our experts. Enhance your financial planning with bespoke advice tailored to your needs.
Ongoing Support for Creating a Sustainable Livelihood
Receive continuous support to help you build and maintain a sustainable livelihood, aligning your financial well-being with your broader life goals.
Academy Webinar VOD Channel Access
Access our Video-On-Demand channel featuring recorded webinars. Learn at your convenience from a wealth of topics and expert speakers.
Exclusive Google Sheet Access
Gain access to a treasure trove of tools and exercises designed to help you become a fabulous financial planner. Explore the Google Sheet here.
HapNav: Take Control of Your Finances
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HapNav - The Happiness Navigator. Plan with confidence using our lifetime cash flow forecasting tool. Identify potential cash flow shortfalls, plan for future expenses, and make informed investment decisions.
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World First - You Own The App! 30-free-trial! Harness the power of Open Banking technology for unparalleled control over your financial planning.
Seize Complete Financial Command with Our Membership
The Academy of Life Planning membership empowers individuals and planners to manage their destiny effectively. With the right tools, resources, and guidance, 90% of people can handle their financial matters 90% of the time.
Empowering: Democratising: Decentralising.
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Comprehensive Library: Access online courses, articles, and videos to make informed decisions.
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Financial Planning App: Track progress and stay in control with our app that connects to your bank accounts.
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Regular Updates: Receive daily messages and stay informed about financial news and trends.
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Supportive Community: Share experiences and insights with like-minded individuals.
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Optional Check-In Meetings: Review your progress and address concerns with optional check-ins.
Join the Academy of Life Planning today and take charge of your financial destiny. Achieve financial security, personal growth, and a life aligned with your deepest values and aspirations.