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Ongoing Maintenance: Tracking Progress
We understand that a solid plan isn’t just about getting started—it’s about staying on course. That’s why we offer continuous support to help you maintain and refine your financial plan over time. Through regular check-ins and updates, we’ll ensure that your plan evolves with you, keeping you aligned with your goals and providing peace of mind every step of the way.
Ongoing Service
Done with your professional ally!
Basic
1,045£Every yearDone-with-you Quarterly Mentorship with Steve Conley & Academy Membership- Quarterly GAME Plan Zoom meeting with Steve Conley (1 hour).
- Data preparation, gathering, check, and updates (2.5 hours).
- Continuous adaption and updates to your Game Plan.
- Meeting arrangements, preperations, outputs, and follow ups.
- The Game Plan done-by-you services of Planning My Life.
- HapNav personal lifetime cashflow forecasting app support.
- Unlimited expert email Q&A support.
- Community Membership & Peer Support.
- Full access to Academy services.
- Support Package
Standard
2,645£Every yearDone-with-you Monthly Mentorship with Steve Conley & Academy Membership- Monthly GAME Plan Zoom meeting with Steve Conley (1 hour).
- Data preparation, gathering, check, and updates.
- Continuous adaption and updates to your Game Plan.
- Meeting arrangements, preperations, outputs, and follow ups.
- The GAME Plan done-by-you services of Planning My Life.
- HapNav personal lifetime cashflow forecasting app support.
- Unlimited expert email Q&A support.
- Community Membership & Peer Support.
- Full access to Academy services.
Premium
5,045£Every yearUnlimited Mentorship with Steve Conley — Done-With-You Support + Full Academy Membership (Price Capped)- Unlimited Zoom meeting with Steve Conley (1 hour)
- Data preparation, gathering, check, and updates.
- Continuous adaption and updates to your Game Plan.
- Meeting arrangements, preperations, outputs, and follow ups.
- The GAME Plan done-by-you services of Planning My Life.
- HapNav personal lifetime cashflow forecasting app support.
- Unlimited expert email Q&A support.
- Community Membership & Peer Support.
- Full access to Academy services.
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