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Ongoing Service

Done with your professional ally!

  • Support Package

    Personal Mentorship

    Every month
    One-to-one Mentorship with Steve Conley & Academy Membership
    • 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.
    • 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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