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Ongoing Maintenance: Tracking Progress
Ongoing Service
Choose the level of support that's right for your life. More when you need it. Less when you don't.
- Support Package
Independent Financial Lifeguard
24£Every monthFor people who manage their own finances but want the reassurance that they are never completely on their own when life becomes more complicated.- Independent second opinion when something doesn't feel right
- Quick reassurance before making important financial decision
- Early warning if you're heading into difficult waters
- Access to Academy OS and My Life Record
- Priority email support
- Short WhatsApp check-ins when something unexpected happens
- Community and ongoing financial education
- In-depth planning sessions when needed, £200 per hour
Annual Reviews
445£Every yearOne structured planning review each year, plus your Financial Lifeguard membership.- Annual Life Planning Reviews (one hour).
- Data preparation, gathering, check, and updates.
- Continuous adaption and updates to your Plan.
- Meeting arrangements, preparations, outputs, and follow ups.
- Access to Academy OS resources and planning tools.
- Unlimited expert email Q&A support.
- Community Membership & Peer Support.
- Full access to Academy Membership services.
Quarterly Reviews
1,045£Every yearFour structured planning reviews each year, plus your Financial Lifeguard membership.- Quarterly Life Planning Reviews (one hour each).
- Data preparation, gathering, check, and updates.
- Continuous adaption and updates to your Plan.
- Meeting arrangements, preperations, outputs, and follow ups.
- Access to Academy OS resources and planning tools.
- Unlimited expert email Q&A support.
- Community Membership & Peer Support.
- Full access to Academy Membership services.
Monthly Reviews
2,645£Every yearTwelve structured planning reviews each year, plus your Financial Lifeguard membership.- Monthly Life Planning Reviews (one hour each).
- Data preparation, gathering, check, and updates.
- Continuous adaption and updates to your Game Plan.
- Meeting arrangements, preperations, outputs, and follow ups.
- Access to Academy OS resources and planning tools.
- Unlimited expert email Q&A support.
- Community Membership & Peer Support.
- Full access to Academy Membership services.
Unlimited
4,995£Every yearUnlimited planning reviews and support for exceptional complexity and major life transitions.- Unlimited Life Planning Reviews (one hour each)
- Data preparation, gathering, check, and updates.
- Continuous adaption and updates to your Game Plan.
- Meeting arrangements, preperations, outputs, and follow ups.
- Access to Academy OS resources and planning tools.
- Unlimited expert email Q&A support.
- Community Membership & Peer Support.
- Full access to Academy Membership services.
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