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A complete planning experience — built by you, clarified with expert support

 

The Total Wealth Plan Experience™ combines the power of the AI GAME Plan with a one-hour private Zoom strategy session with Steve Conley, founder of the Academy of Life Planning.

 

Together, they help you create a clear, written Total Wealth Plan that brings your life, work, and money decisions into alignment — without products, pressure, or dependence.

 

This is not advice handed down to you.


This is your plan, built from your values, your story, and your real-world constraints — then stress-tested and refined with professional judgement.

 

What You Create

Using the AI GAME Plan, you design your future across four structured stages.


Then, in your one-hour session, we clarify priorities, resolve tensions, and agree practical next steps.

 

Stage 1 — GOALS

Clarity about what actually matters.

  • Your core values and life priorities

  • A clear narrative of where you are and where you want to go

  • A concise purpose statement you can act on

  • Personal affirmations and a simple daily focus script

 

Stage 2 — ACTIONS

From confusion to momentum.

  • 3–6 key obstacles identified with root causes

  • A practical 90-day action plan

  • Daily, weekly, and monthly habits that fit real life

  • Simple success markers to track progress

 

Stage 3 — MEANS

Seeing your whole financial picture clearly.

  • A full personal financial snapshot

  • Long-term forecasts showing:

    • What happens if nothing changes

    • What happens if you follow your plan

  • Milestones toward security and freedom

  • Optional human-capital business planning (if relevant)

 

Stage 4 — EXECUTION

Turning intention into follow-through.

  • A simple execution and review cycle

  • Weekly and monthly reflection structure

  • A plan that adapts as life changes

 

Your Strategy Session with Steve

After completing your AI GAME Plan, you’ll have a one-hour private Zoom session with Steve to:

  • review your Total Wealth Plan together

  • clarify trade-offs and priorities

  • identify blind spots and risks

  • agree realistic next steps

  • decide whether any ongoing support would be useful

 

No upselling.

No pressure.
Just clarity.

 

What You Receive

  • Full AI-guided GAME Plan across all four stages

  • A downloadable 40+ page Total Wealth Plan report

  • One-hour private Zoom strategy session with Steve

  • A clear written plan you understand and own

  • Optional pathways for support — only if you want them

 

Available Globally

  • Conduct the AI GAME Plan in 100+ languages

  • All financial modelling adapts to your country, currency, tax system, and pension assumptions

 

Your language.
Your country.
Your plan.

 

Who This Is For

This experience is ideal if you:

  • feel capable but lack a clear, joined-up plan

  • want confidence in life and money decisions

  • are tired of fragmented or sales-led advice

  • value autonomy, clarity, and structure

  • want a plan you can actually use

 

If you’re looking for products, tips, or someone to take control for you — this won’t be a fit.

Investment

£297 — one-time payment

Includes:

  • Complete AI GAME Plan experience

  • Personal strategy session

  • Downloadable Total Wealth Plan report

(Comparable planning services typically cost £1,000–£10,000+ and focus only on money. This covers your whole life.)

 

You don’t need more information.
You need one clear plan.

The Total Wealth Plan Experience™ is where clarity begins.

The Total Wealth Plan Experience™

£297.00Price
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    Important Information & Disclaimer

     

    Total Wealth Planner™ is a trading style of The Academy of Life Planning Limited, registered in England and Wales (Company No. 8016568).

    We provide educational financial services, not regulated financial advice. We are not authorised or regulated by the Financial Conduct Authority (FCA) and do not recommend or advise on specific regulated financial products.

    Our services are designed to help individuals improve understanding, decision-making, and life-first financial planning, in line with UK law including the Financial Services and Markets Act 2000 and FCA guidance (PERG 8.26.2).

    Consumer protections apply under UK law, including the Consumer Protection from Unfair Trading Regulations 2008, the Consumer Protection (Amendment) Regulations 2014, and the Digital Markets, Competition and Consumers Act 2024.

    If you require regulated financial advice specific to your circumstances, you should consult an FCA-authorised financial adviser.

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