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Total Wealth Planner
™
You don’t need more financial products.
You need a clear plan.
Most people are juggling:
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money decisions made in isolation
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career and life changes without a framework
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advice that’s biased, fragmented, or sales-led
That creates stress, hesitation, and costly mistakes — even when you’re doing “well on paper.”
The Total Wealth Plan
A single, joined-up plan that helps you:
This is planning for real life, not just finances.
A simple, three-step experience
You leave with a written Total Wealth Plan and a clear path forward.
What you won’t get
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No products
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No commissions
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No pressure to “sign up”
What you will get
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Independent thinking
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A plan you understand and own
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Support options only if you want them
You stay in control — always.
This is for you if you want to:
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make better decisions with clarity, not guesswork
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align your finances with your life — not the other way around
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work with an experienced professional without being sold to
If you’re looking for product advice or quick fixes, this won’t be a fit.
Ongoing guidance — only if you want it
After completing your plan, you can choose light-touch or deeper support to help you stay on track as life changes.
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No bundles. No lock-ins. Just the level of help that feels right.
List Title
Start with clarity
Book a free 15-minute call to see if a Total Wealth Plan is right for you.
​If it’s not a fit, I’ll tell you.
Choose Your Path
Planning My Life™ (PML) - Do It Yourself
For individuals who want to self-direct.
Planning My Life™ gives you access to the GAME Plan™ framework, templates, and digital tools to design your own life and financial strategy.
Your life.
Your plan.
Your pace.
Total Wealth Planner™ — Done With You
​For individuals who want an experienced planner beside them.
Led personally by Steve Conley, this pathway offers one-to-one Total Wealth Planning — helping you translate clarity into practical, resilient decisions.
No products.
No pressure.
Just professional partnership when it matters most.
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Contact
Address
Steve Conley
Total Wealth Planner™
9 Franklin Way
Spilsby
Lincolnshire
PE23 5GG
Phone No.
07850 102070
AoLP Approved 02/04/2025
Total Wealth Planner™ is an appointed representative of the Academy of Life Planning™. We operate exclusively under AoLP to provide Total Wealth Planning™ services, as detailed on the Academy’s website.