Generic Financial Plan for Individuals, with unlimited planning hours for one year.
Take control of your financial future with a fully planned GAME plan from beginning to end. Our expert team, led by financial planning expert Steve Conley, will work with you over three months to develop a comprehensive financial plan that aligns with your unique needs and goals. With a further 9 months of support and ongoing guidance, you can be confident that you have the resources and expertise you need to achieve your financial goals.
Benefits of our generic financial plan include:
Personalised Life and Financial Planning: Work directly with Steve Conley to develop a comprehensive GAME plan that details the steps you need to take to achieve your life & financial goals. With regular online coaching sessions, which could be 30 hours or more of one-to-one Zoom meetings, you'll receive expert guidance and support every step of the way.
Ongoing Support: Our programme includes unlimited one-hour tracking progress meetings. These meetings are designed to help you stay on track and make adjustments to your plan as needed.
Comprehensive Resources: Our programme includes a one-year HapNav license, giving you access to our lifetime cash flow planning app, as well as a one-year MoneyFitt license, providing you with access to our extensive private finance content library. You'll also receive the book Your Money or Your Life, which will help you unmask the highway robbers and enjoy wealth in every area of your life.
Peer Support: Join our virtual planning community and receive lifetime access to structured mentoring from our team and your peers. This support network is designed to help you stay on track and motivated as you work towards your financial goals.
With regular home-study planning exercises and comprehensive resources, our programme is designed to help you achieve your financial goals and take control of your financial future. And with unlimited work credits to deliver, you can be confident that you're receiving expert guidance and support every step of the way.