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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 monthDone-with-you Monthly Mentorship with Steve Conley & Academy MembershipÂ- 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.
- MoneyFitt License - your course library.
- Online Secure Document Library and Templates.
- Unlimited expert email Q&A support.
- Community Membership & Peer Support.
- Full access to Academy services.
Personal Annual Mentorship
1,200£Every yearDone-with-you Monthly Mentorship with Steve Conley & Academy MembershipÂ- Monthly 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.
- MoneyFitt License - your course library.
- Online Secure Document Library & Templates.
- Unlimited expert email Q&A support.
- Community Membership & Peer Support.
- Full access to Academy services.
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