Your Joint Financial Plan: Comprehensive Support for 12 Months
Imagine having a personalised financial plan that’s designed to help you and your partner achieve your ideal future together. With our comprehensive financial planning programme, led by Steve Conley, you'll receive a complete GAME plan from start to finish, along with ongoing support for a full year. We’re here to ensure you both have the tools and guidance needed to reach your shared goals.
What You’ll Experience:
Personalised, Unlimited Support: Over the year, you’ll enjoy unlimited online coaching sessions, scheduled at your convenience. And if we need more time to perfect your plan, we'll continue working with you at no extra cost. Our priority is making sure your plan is thorough and complete.
In-Depth Financial Insights: Your plan includes a Voyant report, valued at £600, and a Deposit Sense report, worth £240. These reports provide deep insights into your financial situation, helping to shape a plan that’s uniquely suited to you.
Tailored Life and Financial Planning: You’ll work directly with Steve Conley to craft a detailed GAME plan that outlines the steps needed to achieve your life and financial goals. With over 48 hours of work credits, you’ll receive expert guidance and support throughout the process.
Valuable Tools and Resources: You’ll receive a one-year HapNav License, granting access to our lifetime cash flow planning app, as well as two one-year MoneyFitt Licences for our extensive private finance content library. Throughout the programme, we’ll provide you with regular home-study planning exercises to keep you engaged and progressing.
Ongoing Community and Mentoring: As part of our programme, you’ll gain lifetime access to our virtual planning community, along with structured peer-group mentoring. This support network is designed to help you stay motivated and on track.
Educational Resources: To further support your journey, we’ll provide you with a copy of Your Money or Your Life!, a workbook called Stand and Deliver!, and additional tools like The Significant Stories System and The Proposition Development Framework in PDF format. These resources are designed to empower you and your partner as you work towards your financial goals.
With this programme, you can have peace of mind knowing that your financial future is in good hands. We’re here to ensure your plan is as unique as your relationship, helping you build a future that truly reflects your shared dreams.
Full Financial Plan - Family (Unlimited Planning Hours)
We require 100% of the fee to be submitted when the order is placed before we start work.
Our fees need to be paid in total in advance before receipt of services as protection against non-payment, to cover our out-of-pocket costs for supplying your open source materials and providing planning community access at the beginning of our programme (services that, once given, can't be returned), and to secure sufficient time allocations for the year ahead (as with most subscription-based services such as mobile phones or insurance). With fast track, most of the service is delivered at the programme's start. Thank you.
For more information, please refer to our latest Terms & Conditions.