Personal Financial Planning
— Your Way
We support DIY investors with flexible planning options designed to suit your needs: Done-By-You (DBU): Self-guided planning using our free tools and resources Done-With-You (DWU): One-to-one guidance from a Financial Life Coach Done-For-You (DFU): Fixed-fee planning support, where we complete the plan alongside you 💡 Important note: If you want your investments arranged for you, this must be done by a regulated investment adviser. We’ll help you build the plan and, where needed, connect you with an authorised adviser to implement regulated investment decisions. Don’t know how to DIY invest? We’ll show you how. With the right support, 90% of people can be their own financial planner 90% of the time. That support is free through Planning My Life (PML). For times of stress or change, you may want personalised help. One-to-one coaching is available at £100 per hour — and often a single session is enough to set you on the right path. For larger projects, we offer fixed-fee quotes with capped pricing. We’ll work with you until your plan is complete, no matter how long it takes.
Unlock Your Financial Planning Potential: Planning My Life Membership is FREE!
What You Get
✅ Full access to Academy resources — tools, templates, and guides
✅ Connection to supportive communities of like-minded planners
✅ Unlimited email Q&A support to keep you moving forward
Who It’s For
Perfect for self-starters and anyone comfortable managing their own finances, who want the confidence of a structured framework and trusted support.
👉 Membership is free. Start planning today.
Emma Perry
"All I can tell you is it changed my life and now I am living a dream life that I never thought was possible."
Keith Humphrey
"We went from the small player at local networking events to the main player at the largest national accountant exhibitions in just two years."
Ian Martin
"Would highly recommend as a critical value-adding, value-for-money service - transparent fixed fees in exchange for unbiased, expert and actionable advice."
Enabling You to Steer Your Financial Destiny with Confidence
At the Academy of Life Planning, we believe that 90% of people can manage their own financial planning 90% of the time—with the right support. Whether you're navigating life's calm waters or facing its storms, we offer tailored options: Done By You, Done With You, and Done For You. Can't decide which? Book a call with Steve Conley.
Adaptable Financial Planning to Navigate Life’s Unpredictability
Typically, clients start with The Game Plan in the first year. From the second year onwards, the default is a 4-session mentorship plus membership. However, life is unpredictable. You can adjust the level of service year by year to meet your evolving needs.
Equipping You for Financial Self-Empowerment
Financial Activation Quiz
Financial activation is about building the skills, habits, and confidence needed to manage your money well. It helps you make better financial choices, use services wisely, lower costs, and develop strong self-management skills. This leads to positive money habits, fewer financial problems, and greater stability and security. By focusing on financial activation, you can take control of your finances and work towards achieving your goals with confidence.
Seize Complete Financial Command with Our Membership
The Academy of Life Planning offers a membership service for individuals, designed to empower them to manage their own finances with the right support. The belief is that 90% of people can handle their financial matters 90% of the time when provided with the necessary tools, resources, and guidance.
The membership service includes:
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Access to a comprehensive library of financial education resources, including online courses, articles, and videos, to help individuals make informed decisions about their financial well-being.
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A user-friendly financial planning app that connects to their bank accounts, allowing them to track their progress and stay in control of their finances.
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Regular updates and daily messages to help individuals stay informed about financial news and trends.
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A supportive community where members can share experiences, challenges, and insights with like-minded individuals.
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Optional check-in meetings every six months to review progress and address any concerns or questions.
By providing this membership service, the Academy of Life Planning enables individuals to take charge of their financial lives and cultivate independence and confidence. With the right support, most people can effectively manage their finances and achieve their financial goals.
