Second Brain Session — 90 Minutes of Financial Planning
Bring me the problem, not the portfolio.
Have you sought financial advice but still haven't received the planning help you need?
Perhaps you're facing a pension decision, questioning an adviser's recommendation, considering retirement or trying to understand the consequences of an important financial choice.
Sometimes you don't need someone to take over. You need an experienced second brain in the room.
The Second Brain Session gives you 90 minutes of focused professional support with Steve Conley, Chartered Financial Planner and founder of the Academy of Life Planning.
We work together to understand your situation, challenge assumptions, explore options and identify practical next steps.
You remain in control.
What can we explore?
Common questions include:
Can I afford to retire or work less?
What are my options for retirement income?
Have I understood my adviser's recommendations and charges?
What assumptions might I have overlooked?
Can I afford to help my family financially?
What are the consequences of changing career, selling a business or moving home?
What should I consider before making an important financial decision?
You can bring your existing financial plan, adviser documents, pension information, cashflow projections or AI-generated research.
You don't need to start from scratch.
How it works
1. Bring your question
Before we meet, send a short outline of the problem or decision you want to explore, together with any relevant information.
2. Think it through together
You receive 90 minutes of professional support, normally delivered as three 30-minute Zoom conversations.
This gives you time to reflect, investigate questions and return with new information between conversations.
Together, we'll:
Clarify the problem and what matters most.
Examine the relevant financial and life circumstances.
Identify assumptions, risks and missing information.
Explore options and trade-offs.
Recognise where regulated advice or another specialist is needed.
Establish practical next steps.
3. Take away a clearer plan
You'll receive written summary notes covering the key issues, insights, options and possible next actions.
Your decisions remain yours.
What's included?
£297 — one-time fee
90 minutes with a Chartered Financial Planner.
Normally three 30-minute Zoom conversations.
Independent financial planning and decision support.
Exploration of options, assumptions and trade-offs.
Written summary of key insights and next steps.
No product sales, commissions or ongoing commitment.
Independent thinking. No obligation to continue.
I don't manage your investments, arrange financial products or provide FCA-regulated investment recommendations.
Where regulated investment advice, legal advice or specialist tax advice is required, I'll help you recognise that boundary.
Sometimes 90 minutes is enough.
Sometimes a question reveals the need for more detailed planning. If so, we can discuss the options and agree the scope and cost separately.
There is no obligation to purchase anything else.
Better thinking before an important decision.
Because the value of financial planning isn't measured by the assets you hand over.
It's measured by the clarity and capability you take away.