Your Personalised Financial Plan: Unlimited Support for a Year
Ready to take control of your financial future? With our comprehensive financial planning service, you'll have everything you need to achieve your goals. Over the course of three months, our expert team, led by financial planning specialist Steve Conley, will work closely with you to create a tailor-made financial plan that perfectly aligns with your needs and aspirations. Plus, you'll receive an additional nine months of ongoing support and guidance, ensuring you stay on track every step of the way.
What’s Included:
Fixed Fee, Unlimited Support: Our service covers an estimated 25 hours of work credit, and if it takes a little more time to get everything just right, there's no extra charge. We’re committed to making sure your plan is comprehensive and thorough.
In-Depth Financial Analysis: You'll receive a Voyant report, valued at £1,495, and a Deposit Sense report, worth £495, providing you with crucial insights into your financial situation.
Why Choose Our Financial Plan?
Tailored to You: You'll work one-on-one with Steve Conley to craft a detailed GAME plan that sets out the steps you need to reach your financial and life goals. With regular coaching sessions—potentially over 15 hours of Zoom meetings—you’ll have expert support and guidance at every stage.
Continuous Guidance: Stay on track with unlimited one-hour progress meetings throughout the year. We’ll help you adjust your plan as needed, ensuring it remains aligned with your evolving goals.
Valuable Tools and Resources: Enjoy a one-year HapNav license, providing access to our lifetime cash flow planning app, and a one-year MoneyFitt license, unlocking a wealth of private finance content. Additionally, you'll receive a copy of Your Money or Your Life, a book designed to help you unmask financial pitfalls and achieve wealth in all areas of life.
Supportive Community: Join our virtual planning community and benefit from lifetime access to mentoring from our team and your peers. This network offers ongoing encouragement and motivation, helping you stay focused and inspired.
With regular home-study exercises and all the resources you need, our programme is designed to help you achieve your financial goals confidently. And with unlimited support, you can be assured that you're receiving expert advice and guidance throughout your journey.