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The Cashflow Coach

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About the Financial Life Coach Group

Welcome to the Financial Life Coach Group, a vibrant community hosted by "The Cashflow Coach," part of the innovative Academy of Life Planning. This is a space for individuals from all walks of life to share, discuss, and grow from each other's financial life planning experiences.

Our Mission: We're dedicated to demystifying the financial planning process, providing a platform where everyone—from those handling modest savings to seasoned investors—can share their journey towards financial clarity and mastery. This group is designed to support your financial journey, whether you're navigating investments, retirement, or estate planning.

What We Offer:

  • Shared Wisdom: Post your stories, ask for advice, and offer insights based on your personal financial planning experiences.

  • Collaborative Learning: Engage with self-directed planners and those who have utilised our tools like HapNav and Voyant, learning from their strategies and outcomes.

  • Diverse Perspectives: Gain insights into managing non-regulated assets, understanding comprehensive financial solutions, and exploring the innovative frameworks that have worked for others.

Our Philosophy: Inclusivity is at our core. We believe that a strong financial future is accessible to all, and our community reflects that. Whether you're a self-starter or someone who prefers collaborative planning, this group is your forum to find support and offer guidance.

Group Guidelines:

  • Respectful Dialogue: We encourage open conversations and diverse opinions, always communicated with respect.

  • No Financial Intermediation: As we are not financial intermediaries, please refrain from promoting such services here. This group is for sharing experiences and knowledge.

  • Constructive Feedback: Offer constructive criticism to help others improve their financial strategies.

Join us to be a part of a collective quest for financial well-being. Share your story, learn from others, and build your path to a financially abundant life. Visit to learn more about our philosophy and services.

Together, let's empower each other to achieve financial independence and a prosperous life, rich in financial security and personal fulfilment.


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  • December 6, 2023


  • Steve Conley

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