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Ongoing Maintenance: Tracking Progress

Ongoing Service

Your professional ally—on call, on email, always in your corner.

  • Support Package

    Retainer

    245£
    Every year
    Ongoing expert guidance with unlimited email and weekday call support. Stay on track with your goals. Optional review sessions at £200/hour.
     
    • Unlimited email support for quick questions and guidance
    • 15-minute phone consultations (weekdays 9–10 AM or 4–5 PM)
    • Provides support when life or market conditions change
    • Access to AoLP resources and planning tools
    • Optional in-depth review sessions (£200/hour)
    • Transparent pricing: £245/year
    • Flexible, cancel-anytime membership
    • Ideal follow-on after completing your project or review.
    • Full access to Academy services.
  • Basic

    1,045£
    Every year
    Done-with-you Quarterly Mentorship with Steve Conley & Academy Membership
     
    • Quarterly Plan Review Zoom meetings (one hour each).
    • 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.
  • Standard

    2,645£
    Every year
    Done-with-you Monthly Mentorship with Steve Conley & Academy Membership
     
    • Monthly Plan Review Zoom meetings (one hour each).
    • 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

    4,995£
    Every year
    Unlimited Mentorship with Steve Conley — Done-With-You Support + Full Academy Membership (Price Capped)
     
    • Unlimited Plan Review Zoom meetings (one hour each)
    • 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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Disclaimer: Educational Financial Services Only

Financial Life Coach™ is a trading style of The Academy of Life Planning Limited, registered in England and Wales (Company No. 8016568). We provide educational financial services, not regulated financial advice, which means we are not overseen by the Financial Conduct Authority (FCA) and do not hold FCA registration.

All the information on this website is for educational purposes only and is not professional financial advice. Our goal is to help you improve your financial understanding and make informed decisions, in line with FCA guidelines (PERG 8.26.2) and the Financial Services and Markets Act 2000. These laws clarify that educational services like ours don't require FCA regulation, as we do not promote or advise on regulated financial products.

We operate under the protection of UK consumer laws, including the Consumer Protection from Unfair Trading Regulations 2008, the Consumer Protection (Amendment) Regulations 2014, and the Digital Markets, Competition and Consumers Act 2024. These laws are enforced by the Competition and Markets Authority, ensuring our clients are well protected. It’s worth noting that these protections may differ from those provided by FCA-regulated firms.

If you're looking for regulated financial advice specific to your circumstances, we recommend speaking to an FCA-regulated financial adviser. If you have any questions about what we offer or how our services align with consumer protection laws, feel free to read our terms and conditions or contact us directly.

 

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