What This Actually Is
This is not a loose mentoring arrangement.
It is not a coaching subscription.
It is not a sales-driven programme.
This is a formal professional formation pathway.
The Total Wealth Planner Standard Track exists to form and support a new generation of practitioners who:
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Combine ethical financial architecture with human-capital-first planning
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Use the GAME Plan as a universal planning cycle
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Integrate AI tools to empower clients rather than replace judgement
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Operate a done-by-you + done-with-you hybrid service model
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Serve people during disruption, transition, and life redesign
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Build sustainable income without compromising integrity
By month 12, you are no longer “in mentorship.”
You are an accredited GAME Plan Practitioner
operating as a Hybrid Total Wealth Planner
with a clear proposition and a working client workflow.
Why the Standard Track Exists
Same programme.
Same accreditation.
Same 12-month container.
But delivered at a measured, sustainable pace.
The Standard Track exists for people who:
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Are balancing career, family, or health constraints
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Want time to absorb and integrate
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Prefer a monthly mentorship cadence
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Don’t need to launch within 90 days
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Still want full professional formation
This is not “lite.”
It is deliberate.
If you want to become accredited in 12 weeks instead of 12 months, explore the Fast-Track option.
The Professional Identity You Are Becoming
This pathway is for you if:
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You feel drawn to be more than an adviser
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You sense your role is to guide, stabilise, translate, and restore dignity
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You believe planning is about life before money
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You want to operate outside extractive models
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You want professional legitimacy, not just moral conviction
You are not being trained to sell.
You are being formed to:
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Hold clarity when others deflect responsibility
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Stand with people during uncertainty and recovery
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Translate complexity into coherent action
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Serve without saviourism — and without fear
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Build structural trustworthiness into your practice
Outcomes by Month 12
By the end of the Standard Track, you will:
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Be an accredited GAME Plan Practitioner
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Have a defined Total Wealth Planning proposition
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Be operating a done-by-you + done-with-you hybrid service model
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Have a client-facing planning workflow using the AI GAME Plan
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Have clarity on your positioning and pricing
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Have a client acquisition rhythm
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Have moved from concept → structure → practice readiness
This is a guided professional transition —
not a subscription product.
What You Will Develop Through the Standard Track
Through a structured, supportive formation pathway, you will:
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Learn how to guide people through transition, trauma, and life redesign
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Apply the GAME Plan as a universal planning cycle
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Understand the seven stages of Aquarian life planning
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Build confidence in holding space when emotions or injustice arise
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Develop resilience to operate ethically when systems resist
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Integrate AI tools to empower clients, not replace judgement
This is about becoming calm, credible, and useful
when others feel overwhelmed.
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What’s Included
GAME Plan Practitioner Accreditation Pathway
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Formal accreditation over 12 months
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Structured progression milestones
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Assessment and practitioner validation
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Academy Connect
(Buddy System)
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Structured peer-support pairing
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Accountability and solidarity
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Perspective during resistance or doubt
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Unlimited Email Support
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Direct access between sessions
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Real-time guidance when needed
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12 Hours of Private 1-to-1 Mentorship
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Monthly one-hour sessions with Steve
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Strategic business development guidance
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Professional identity transition support
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AI GAME Plan Tools + Planning Licences
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Client-facing planning workflows
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Done-by-you planning tools
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Hybrid service model infrastructure
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Practice, Visibility & Sustainability Support
We work on:
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Attracting the right clients
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Communicating your proposition clearly
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Handling enquiries with confidence
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Turning conversations into meaningful engagements
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Building income without compromising integrity
Enough matters.
Sustainability matters.
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Practice Management Circle (Weekly)
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48+ hours per year of facilitated sessions
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Peer support and shared learning
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Live case work and strategy sessions
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Full Resource Library + VOD Channel
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Session recordings
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Training materials
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Ongoing professional development
Who the Standard Track Is For
The Standard Track is for you if:
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You are serious about becoming a Total Wealth Planner
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You want formal accreditation without urgency pressure
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You are transitioning gradually from product-led advice
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You want long-term mentorship and structure
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You value sustainability over speed
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You are building this alongside other commitments
The Standard Track is not for you if:
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You want to be accredited within 12 weeks
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You are ready to launch immediately
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You thrive on high-intensity execution
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You want rapid business momentum
If that sounds like you, Fast-Track is the right option.
Standard Track Investment: £2,995
(Payment plans available on request)
This includes:
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12-month mentorship container
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GAME Plan Practitioner accreditation
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All tools, licences, and resources
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Practice Management Circle access
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Full Academy membership
This is a professional formation investment —
not a subscription fee.