90-Minute Second Brain Session

When a financial decision feels complex, sometimes you don’t need someone to take over. You need an experienced second brain in the room.

The 90-Minute Second Brain Session is a private Zoom conversation with Steve Conley, Chartered Financial Planner, Total Wealth Planner™ and founder of the Academy of Life Planning.

It is designed for people who are comfortable managing their own finances, but occasionally want an experienced thinking partner to help them work through an important decision.

You may be asking:

Have I missed something?What are my real options?What are the trade-offs?What should I think about before I act?

The session gives you space to slow the decision down, organise the moving parts and see the situation more clearly — while keeping control firmly in your hands.

Common topics include:

• pension drawdown and retirement decisions

• retirement timing and income planning

• inheritance and legacy questions

• tax considerations around major decisions

• comparing alternative financial paths

• career, business or life transitions• sense-checking an important financial decision

Before the session, you send a short outline of what you would like to explore.

During the 90 minutes, we will:

• clarify the decision or problem

• identify the important financial and life factors

• surface possible blind spots, risks and missing information

• explore practical options and trade-offs• identify sensible next steps

You will also receive written summary notes capturing the key insights and possible actions arising from the conversation.

This is not product advice or portfolio management. There are no products to sell, no commissions and no requirement to enter an ongoing adviser relationship.

The purpose is simpler:

better thinking before an important decision.

Sometimes one conversation is enough.

Sometimes it reveals that a deeper Total Wealth Planning process would be useful. If so, we can explain the available options, but there is no obligation to continue.

What’s included

£297 — one-time fee

• Private 90-minute Zoom session

• Independent thinking support and professional judgement

• Exploration of options, risks and trade-offs

• Written summary of key insights and possible next steps

• No products, commissions or ongoing commitment

The Second Brain Session is particularly suited to professionals, business owners, people approaching retirement and independent decision-makers who value collaboration rather than delegation.

Sometimes you don’t need a financial adviser.

Sometimes you simply need a trusted second brain in the room.