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Financial 

Life Coach 

Designing Tailored Financial Strategies for Total Well-being

Done For You & Done With You!

Gravel Road into the Forest
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At Financial Life Coach, we offer a multifaceted suite of personal services on a one-to-one basis designed meticulously to cater to your financial and life planning needs. Our offerings are the culmination of decades of industry expertise, a commitment to holistic empowerment, and a drive to democratise financial planning.

01

Holistic Financial Planning:

A comprehensive service that extends beyond traditional financial advice. We delve into your life goals, aspirations, and challenges, ensuring that your financial strategies are perfectly aligned with your broader life vision.

Key Benefits:

  • Tailored financial strategies that resonate with personal life goals.

  • A deeper understanding of financial implications in life's major decisions.

03

Whole of Market Cash Management:

Ensuring your cash reserves are fully protected under the Financial Services Compensation Scheme (FSCS) while maximising growth opportunities with Deposit Sense.

Key Benefits:

  • Full FSCS protection on your savings.

  • Top rates of interest for optimum returns. 

05

Business Financial Planning:

For clients with business assets, we offer specialised services to align your business goals with your personal financial objectives, ensuring synchronised growth.

Key Benefits:

  • Tailored strategies for business profitability and sustainability.

  • Integration of business finances with personal financial goals.

02

Lifetime Cash Flow Forecasting:

Employing Voyant state-of-the-art analytics, we craft detailed and actionable financial forecasts, enabling you to navigate through life's unpredictabilities with assurance.

Key Benefits:

  • Accurate predictions to safeguard against unforeseen financial challenges.

  • Clarity on financial standings, facilitating informed decisions.

04

GAME Plan Consultations:

Our proprietary GAME Plan is a structured process aimed at crafting a detailed financial and life roadmap tailored to your unique circumstances and aspirations.

Key Benefits:

  • A step-by-step blueprint for financial and life success.

  • Expert guidance through each phase, from discovery to execution.

06

Ongoing Support & Coaching:

Our commitment to your financial well-being doesn't end with planning. We offer continuous support, coaching, and guidance, ensuring you're empowered at every step of your financial journey.

Key Benefits:

  • Regular check-ins and updates to stay aligned with changing financial landscapes.

  • Expert advice just a call away, ensuring peace of mind.

Academy of Life Planning: Comprehensive Financial Life Planning Services

  1. Financial Health Assessment

    • Evaluation of overall financial status and objectives

    • Analysis of cash flow, net worth, and financial ratios

  2. Asset Recovery, Management, and Diversification

    • Current asset allocation assessment

    • Diversification strategies to mitigate risks

  3. Analysis of Cash Deposits

    • Ensuring your savings are fully FSCS-protected

    • Top returns over all durations on your maturing deposits

  4. Analysis of Investment Managers

    • Neutral analysis of investment managers and funds

    • Impartial performance and charges evaluation 

  5. Comprehensive Asset Reporting

    • Regular updates on asset performance and valuation

    • Transparent and thorough financial reporting

  6. Property Investment and Management

    • Analysis of property holdings and investment opportunities

    • Strategies for property acquisition, management, and disposition

  7. Education Funding Strategies

    • Assessment of education goals and funding requirements

    • Savings and investment strategies

  8. Advanced Tax Planning and Record Keeping

    • Optimisation strategies for tax efficiency

    • Assistance with record-keeping and compliance

  9. Charitable Giving Strategies and Implementation

    • Guidance on effective charitable contributions

    • Evaluation of potential tax advantages

  10. Private Equity Investment Opportunities

    • Evaluation of private equity investments

    • Risk analysis and explanation

  11. Business Investment and Vetting

    • Thorough evaluation of potential business investments or acquisitions

    • Due diligence and risk assessment services

  12. Professional Tax and Legal Services

    • Access to chartered accountant and chartered tax adviser services for comprehensive tax planning

    • Legal counsel for estate planning and document preparation

  13. Mortgage Planning and Management

    • Assistance with mortgage selection, application, and refinancing opportunities

  14. Insurance and Annuity Planning

    • Comprehensive insurance planning and policy evaluation

    • Search for suitable life insurance and annuities

  15. Vehicle Purchase and Maintenance Assistance

    • Support with vehicle purchasing, leasing, and upkeep

    • Analysis of vendors and discounts

  16. Bill Payment and Vendor Management

    • Overseeing bill payments and managing service providers

    • Verification and management of vendors

  17. Strategic Business Planning and Financing

    • Assistance with business planning and development

    • Support for business financing and sales transitions

  18. Alternative Investment Opportunities

    • Exploration of hedge funds, commodities, property investments, etc.

    • Education on risk tolerance and goals

  19. Socially Responsible Investment Options

    • Ethical or socially aligned investment choices

    • Monitoring and reporting on social impact

  20. Healthcare and Wellness Planning

    • Guidance on healthcare insurance and long-term care planning

    • Access to wellness programs and fitness coaching

  21. Cybersecurity Risk Assessment

    • Evaluation and protection against personal and business cyber threats

    • One central, safe and secure place to store and manage all of your important personal, legal and financial information, together with precious photos, videos and memories.

  22. Technology Integration and Support

    • Assistance with technology integration in personal and business operations

    • Training and support for tech utilisation

  23. Family Governance and Financial Education

    • Facilitation of family meetings and governance structures

    • Education on financial literacy and family values

  24. Succession and Regulatory Compliance Planning

    • Assistance with business and family succession planning

    • Ensuring financial regulatory compliance

  25. Intellectual Property Management

    • Support for intellectual property protection and management

    • Legal assistance for patents, trademarks, and copyrights

  26. Art and Collectibles Advisory

    • Guidance on the acquisition, management, and sale of art and collectables

    • Valuation and authentication services

  27. Sustainable Living Consultation

    • Advice on sustainable living practices and eco-friendly choices

    • Support for green home renovations and energy efficiency

  28. Impactful Philanthropy Guidance

    • Assistance with philanthropic efforts focused on measurable social impact

    • Strategic planning and implementation support

  29. Cross-Border Financial Planning

    • Financial planning for clients with international ties

    • Guidance on tax, estate, and investment considerations across borders

  30. Life Planning

    • Values-led and purpose-driven life planning

    • Wealth in every area of your life

Important Notice Regarding Service Scope and Collaborative Network

At the Academy of Life Planning, we are committed to providing comprehensive financial life planning services with the utmost integrity and professionalism. Our primary focus is to empower you with unbiased advice and innovative strategies tailored to your unique financial journey.

Please note that while we offer a wide array of services, there are certain areas where we do not hold the necessary permissions to recommend specific financial products or arrangements. In these instances, we uphold our commitment to your best interests by collaborating with a carefully selected network of trusted suppliers. These professionals are chosen for their expertise and alignment with our values and standards.

We have made special arrangements with these partners to ensure that they offer discounted prices to our clients. This approach is in line with our philosophy of prioritising your benefit over financial incentives for the Academy. We do not receive any form of financial benefit or commission from these partners. Our sole objective is to ensure that you receive high-quality, cost-effective services that complement our advice and support your financial goals.

By choosing the Academy of Life Planning, you are entrusting us with guiding you through your financial journey. We take this responsibility seriously and are committed to transparency and ethical practices in every aspect of our service.

Our Done By You Service

"Planning My Life" is a visionary service founded by Steve Conley, aimed at empowering individuals to seize control of their lives, finances, and destiny. Launched in August 2023, this pioneering offering introduces an innovative AI Life Planner, meticulously designed to provide users with tailored life plans, ushering in an era of unparalleled clarity, direction, and empowerment. The bedrock principle of "Planning My Life" is to democratise the realm of financial planning and personal growth, ensuring it stands as a beacon of accessibility and transparency. Championing the ethos of decentralisation, we firmly place the reigns of data and assets in the capable hands of individuals, dismantling institutional monopolies. For a subscription of just £19 per month, members unlock a trove of planning resources. This includes an exhaustive library teeming with planning tools, diagnostic tests, enlightening videos, and a vibrant community of fellow planners. Furthermore, subscribers benefit from unlimited Q&A email support, directly tapping into the expertise of industry luminaries, including insights from Steve Conley himself. The guiding lights of "Planning My Life" are empowerment, integrity, innovation, community, personal growth, and unwavering commitment to decentralisation. These pillars not only shape our strategic approach but also influence our decision-making matrix and sculpt our relationship dynamics with clients. "Planning My Life" transcends the ambit of individual empowerment, aligning its vision with the noble cause of eradicating global poverty, and thereby resonating with overarching humanitarian aspirations. Distinguished by its unwavering commitment to delivering unadulterated value, "Planning My Life" eschews superficial gimmicks, embracing a direct-to-membership model. We envision a world where financial planning is not just accessible but also empowering and transformative. "Planning My Life" is not merely a business venture; it embodies a movement, encapsulates a philosophy, and signifies an unyielding pledge to curate a life of fulfilment and success for all. Join us in this transformative journey, be part of a community sculpting the future, and witness the power of unlocking latent potential and metamorphosing lives."

Unlock Your Financial Potential

At finlife.coach, we believe in the symbiotic relationship between financial stability and holistic well-being. Our services are meticulously designed to empower you, offering clarity, confidence, and the expertise of seasoned professionals. Engage with us, and let's craft your pathway to a fulfilling future.

Forest
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Connect with Us

Interested in learning more about how our services can transform your financial journey? Reach out to us today, and let's embark on a collaborative journey towards financial empowerment and life fulfilment. Book your One-Hour Zoom Call with Steve Conley.

What Our Clients Say

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Emma

"If you're considering working with Financial Life Coach and you're not sure whether to take that first step, all I can tell you is it changed my life and now I am living a dream life that I never thought was possible. Really live the life you were born to live. Go ahead."  
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