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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!
- Support Package
Personal Mentorship
120£Every month150 Minutes of One-to-one Mentorship with Steve Conley & Academy MembershipÂ- Initial Phone Call with Steve Conley (30 minutes).
- The Game Plan self-assessment services of Planning My Life.
- Forward Planning Zoom meeting with Steve Conley (1 hour).
- Data preparation, gathering, check, and updates (2.5 hours).
- Cashflow Model update every year.
- Continuous adaption and updates to your Game Plan.
- Game Plan Update Zoom meeting with Steve Conley (1 hour).
- Meeting arrangements, preperations, outputs, and follow ups.
- Voyant Go License - your financial planning app.
- Deposit Sense - Your Cash Management System.
- HapNav personal lifetime cashflow forecasting app.
- MoneyFitt License - your course library.
- Online Secure Document Library.
- Unlimited expert email Q&A support.
- Community Membership & Peer Support.
- Full access to Academy services.
Personal Annual Mentorship
1,200£Every year150 Minutes of One-to-one Mentorship with Steve Conley & Academy MembershipÂ- Initial Phone Call with Steve Conley (30 minutes).
- The Game Plan self-assessment services of Planning My Life.
- Forward Planning Zoom meeting with Steve Conley (1 hour).
- Data preparation, gathering, check, and updates (2.5 hours).
- Cashflow Model update every year.
- Continuous adaption and updates to your Game Plan.
- Game Plan Update Zoom meeting with Steve Conley (1 hour).
- Meeting arrangements, preperations, outputs, and follow ups.
- Voyant Go License - your financial planning app.
- Deposit Sense - Your Cash Management System.
- HapNav personal lifetime cashflow forecasting app.
- MoneyFitt License - your course library.
- Online Secure Document Library.
- Unlimited expert email Q&A support.
- Community Membership & Peer Support.
- Full access to Academy services.
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