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Build a Purpose-Led Life Planning Practice for Lifelong Impact

Empower yourself and others by aligning personal values and talents with meaningful service. We help you create a fulfilling practice that enables sustained contribution to society—backed by robust financial and life planning.

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Intro

Empowering | Ethical | Purpose-Driven

We provide independent life planning guidance—free from product sales. Through mentoring, coaching, and advice, we empower you to align your personal values and talents with meaningful service, giving you clarity, confidence, and control over your life’s journey and its lasting impact.

Buckminster Fuller once said, ‘You never change things by fighting the existing reality. To change something, build a new model that makes the existing model obsolete.’ That’s exactly what I’ve dedicated my career to—and what we’re doing now: transforming life and financial planning into a pathway for personal growth and public good.

“I need to talk to someone.” → One-click free calendar booking!

The book Your Money or Your Life.

Join the AoLP Purpose-Led Life Planner Community


The world’s first network dedicated to independent, purpose-driven life planning—free from product bias, focused on meaningful impact.

Be part of a thriving community committed to fair, ethical, and empowering guidance. We equip professionals to help individuals align their values and talents with lifelong service—supporting their financial and personal well-being without selling products.

✅ Access Free Tools & Resources – Expert guides to help individuals plan their lives and finances holistically.
✅ Expand Your Knowledge – Become a member to gain exclusive insights, mentorship, and personal growth opportunities.
✅ Work with Purpose – Connect with like-minded professionals who prioritise ethics, transparency, and helping clients make a lasting contribution to society.

At the Academy of Life Planning, we empower you with the skills, confidence, and tools to succeed in purpose-led life planning. We’re here to support, guide, and inspire you on your lifelong journey of growth and impact.

Join us today and help transform the future of life and financial planning!

“I’m exploring a career change.” → Download our free Starter Pack and take your first step!

Business Set Up

Full business starter pack including website.

Membership

Join the Membership, a Purpose-Led Life Planning community.

Planner Accreditation

Training and accreditation as a Life Planner in 12 weeks.

Mentorship Options

Ongoing mentorship options for Life Planning professionals.

Monthly Mentorship

Training and accreditation as a Life Planner in 12 months.

Discovery Meeting

Book a one-hour discovery call with Steve Conley, for £100.

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Becoming a Purpose-Led Life Planner: Why Should You Care?

Do you dream of running your own practice, living by your own values, and making a meaningful impact? Imagine a vocation where you harness your unique talents and passions to meet real needs in the world—creating not just income, but lasting value for others. A path where your work fuels both personal growth and societal good.

Welcome to purpose-led life planning.

Now, as the Academy of Life Planning embarks on the Governance Charter Project—formalising its transition to a member-owned co-operative and an independent professional body for holistic wealth planners—you’re invited to be part of a pioneering movement that’s rewriting the future of financial planning.

This project ensures that our profession remains ethical, transparent, and free from the influence of banks, insurers, asset managers, or their agents. It’s your opportunity to belong to a professional body built on agency, independence, and empowerment.

Your Path to Becoming a GAME Plan Practitioner

The GAME Plan Practitioner programme provides everything you need to succeed as a purpose-led life planner—and soon, under the Governance Charter, it will be recognised as a globally accredited professional diploma qualification.

We’re here to empower you to turn your values and talents into a lifelong journey of service and contribution. Explore our three core services, designed to meet you where you are and guide you toward a future of purpose, impact, and sustainable well-being—for you and those you serve.

1. Join a Collaborative Community of Changemakers

Join a Supportive Network of Purpose-Led Individuals
Be part of a thriving community of people who share your commitment to personal growth, meaningful service, and holistic life planning. As a member, you’ll gain access to:

✅ Online Training and Workshops – Expand your knowledge and deepen your skills in life and financial planning.
✅ Tools, Materials, and Resources – Practical aids designed to accelerate your personal and professional growth.
✅ Group Sessions – Connect with others, exchange experiences, and learn collaboratively within a like-minded community.

This is your opportunity to grow alongside a vibrant network—gaining valuable insights, inspiration, and support as you develop your expertise and empower others to lead purposeful, impactful lives.

“Tell me more about the membership.” → Absolutely—click here for details!

2. Achieve Personal Growth and Sustainable Impact

Looking for Deeper Learning and Personalised Guidance?
Our mentorship programme is designed to accelerate your progress and provide the tailored support you need. It includes:

✅ One-to-One Coaching Sessions – Work directly with experienced mentors who offer personalised advice, guidance, and accountability—helping you align your values, talents, and goals with meaningful action.
✅ Online Peer Coaching – Learn and grow alongside others on a similar journey, sharing insights and building lasting connections.

This service is all about providing the dedicated support you need to stay on track, adapt to your evolving goals, and make a sustained impact—both personally and in service to others.

“Tell me more about one-to-one Mentorship.” → Here’s everything you need to know!

3. Launch Your Purpose-Led Life Planning Practice

Ready to Turn Your Passion into a Purpose-Led Practice?
We provide a comprehensive package to help you build a thriving, values-aligned business, including:

✅ Comprehensive Training and Accreditation – Master purpose-led life planning through expert-led training and gain accreditation as a GAME Plan Practitioner.
✅ Branded E-Commerce Platform & CRM – Launch with a fully branded, professional website and integrated CRM system to manage your clients and practice efficiently.
✅ Business Development Coaching – Get tailored guidance on practice growth, business administration, and brand positioning.
✅ Regulatory Support – Receive oversight and compliance assistance to ensure your practice is built on solid, sustainable foundations.
✅ Guaranteed ROI – Your investment is designed to pay for itself with your first core service sale—building confidence from day one.

Choose Your Path:
🚀 12-Week Fast-Track Programme – Perfect if you're ready to dive in and build momentum quickly.
🌿 12-Month Sustainable Programme – Ideal for a steady, manageable approach to long-term success.

We’ll be with you every step of the way, helping you create a practice that reflects your deepest values, talents, and goals—making a meaningful impact on the lives of those you serve.

“Tell me how you can build me a website and shop.” → Absolutely—here’s how it works!

Wherever You’re Starting From, We’re Here to Guide and Empower You.
Your journey, your pace—your success begins today!

“How do I join this group for free?” → Simply click here, enter your details, and you’re in!

Testimonials

Martin Turbin

(Chartered Financial Planner)

"A true trailblazer in non-intermediated financial advice, with a genuine passion to support financial advisers on their transition journey."
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Jörg Schlüter

(Chartered Wealth Manager)

"I completed a course on the Game Plan, and it has been immensely helpful in building my financial coaching business, with concise and well-thought-out coaching and valuable support for idea exploration."
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Richard Johnston

(Chartered Financial Planner)

"These expert planners possess extensive experience, knowledge, and unwavering integrity, making them an ideal choice for planners seeking growth and development."
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Expert Guidance for Professionals & Individuals

Whether you’re a practitioner building a purpose-led practice or an individual seeking clarity and confidence in your life and financial plans, we offer tailored services to empower your journey. Choose the path that aligns with your goals and take purposeful control of your future—starting today.

The Academy of Life Planning: Empowering Your Journey to Purpose and Impact
At the Academy of Life Planning, we provide the guidance, tools, and community support you need to build a fulfilling career helping others plan their lives and finances with clarity and confidence.

For individuals seeking personal and financial empowerment, we offer two flexible pathways:

🔹 Planning My Life – A FREE self-directed service with everything you need to take control of your future—guided by your own values, talents, and goals.
🔹 Financial Life Coach – Personalised, expert support during life’s key transitions. Pay only for the guidance you need, when you need it.

Join a vibrant community with access to expert insights, practical tools, and continuous support. Let’s create a future that’s aligned with your deepest purpose and values—together.

“So, I want to join the tribe. I'm in!” → Fantastic—click here and climb on board!

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Features & Benefits
Launch Your Purpose-Led Business with Confidence

Start your own values-aligned practice with expert support, minimal upfront costs, and maximum meaningful impact. Access the guidance, tools, and strategies you need to build a sustainable, purpose-driven business—in just three months, efficiently and effectively.

Align Your Wealth with Your Life’s Purpose

We integrate life planning, financial guidance, and accounting to bring clarity, confidence, and balance to your financial journey. Our holistic approach ensures your resources fully support your values, well-being, and long-term aspirations—helping you build a life that’s aligned with what matters most. It’s not just about managing money; it’s about creating a future that feels purposeful, fulfilling, and right for you.

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Download
The Academy workbooks
 Download Your Free Starter Pack Today!
Redefine Financial and Life Planning – Put People First


Break free from product-driven finance and embrace a client-first approach that genuinely transforms lives. We empower planners like you to shift to a purpose-driven model, where ethical guidance—not sales—leads the way.

Get Started Today – Free Resources to Support Your Journey:
📖 Stand and Deliver! – A step-by-step guide to aligning money with life.
📘 The Significant STORIES System – A practical workbook for values-based planning.
📗 The Human Capital Development Framework – A guide to maximising personal wealth, well-being, and impact.

Join the movement for ethical, life-aligned financial planning. Sign up now for free and start making a meaningful difference—for your clients and for yourself.

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“Making the Old System Obsolete!”

By aligning with the M-POWER Movement, the Academy of Life Planning reinforces its unwavering commitment to financial empowerment and social impact. This partnership strengthens our mission to deliver comprehensive planning services, education, and tools—enabling individuals to take full control of their financial futures.

We are dedicated to building a fairer, more inclusive society where financial knowledge is accessible to all, breaking down the barriers of traditional financial services. Together, we are redefining excellence, trust, and purpose in the financial planning profession.

Join us in this transformative journey—and be part of the change.

Find out more.

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AFFILIATE

By affiliating with the Consumer Duty Alliance, the Academy of Life Planning reinforces its commitment to providing education that not only meets regulatory requirements and professional standards but also genuinely enriches the lives and futures of those we serve. Together, we are setting new benchmarks for excellence and trust in the financial planning and advice sector.

Find out more.

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Join Our Tribe!

Join Our Website Community for FREE

Connect with like-minded professionals, access exclusive resources and support, and become part of a transformative movement redefining financial planning.

Let's Talk.

9 Franklin Way, Spilsby,
Lincolnshire, UK, PE23 5GG.

Tel: 07850 102070

info@aolp.co

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Regulatory Information and Consumer Protection Notice:

The Academy of Life Planning Limited (AoLP) offers a range of services including generic financial advice, financial education, management consulting, coaching, training, mentorship, events management, and ongoing service support.

The content on this website is for informational purposes and not professional financial advice. It reflects the opinions of individual authors, based on their research, observations, and years of experience. Please note that neither the authors nor AoLP are registered investment advisers, solicitors, or licensed accounting professionals. We do not provide legal, tax, accounting, investment advice, or other professional services. Any liability for errors or omissions, or for any damage alleged to have been caused by the information on this site, is disclaimed. Use this site and its content at your own risk. We also disclaim responsibility for updating information and for third-party content, products, and services, including those accessed through hyperlinks or advertisements on this site.

Our financial planning services offer generic advice and are therefore governed by general consumer law in the UK, including the Consumer Protection from Unfair Trading Regulations 2008, the Consumer Protection (Amendment) Regulations 2014, and the Digital Markets, Competition, and Consumers Act 2024. We are regulated by the Competition and Markets Authority, not the Financial Conduct Authority (FCA), because we do not provide advice relating to specific investments or carry out activities regulated under Section 22 of the Financial Services and Markets Act 2000. We do not arrange or bring about deals, make arrangements with a view to a transaction, or cause dematerialised instructions relating to any investment business. We do not advise borrowers about the liquidation of debt. Our planning services are designed as a stand-alone service. If you need financial products, you can access these directly from the market or via financial intermediaries. If you are seeking a personal recommendation for an investment product, you should consult a licensed investment adviser.

In simpler terms, we sell plans, not products.

The Academy of Life Planning Limited is a service sector trading company regulated by the Competition and Markets Authority and Registered in England and Wales number 8016568. Our registered office address is 9 Franklin Way, Spilsby, Lincolnshire, PE23 5GG, United Kingdom. We are registered with the Information Commissioner's Office, reference number ZA502687.

For more detailed information about the terms of usage of our website, please refer to our Terms and Conditions. If you have any questions or need further information, please don't hesitate to contact us.

 

© 2025 The Academy of Life Planning Limited. All rights reserved.

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