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Ongoing Maintenance: Tracking Progress

Ongoing Service

Your professional ally—on call, on email, always in your corner.

  • Support Package

    Retainer

    245£
    Every year
    Ongoing expert guidance with unlimited email and weekday call support. Stay on track with your goals. Optional review sessions at £200/hour.
     
    • Unlimited email support for quick questions and guidance
    • 15-minute phone consultations (weekdays 9–10 AM or 4–5 PM)
    • Provides support when life or market conditions change
    • Access to AoLP resources and planning tools
    • Optional in-depth review sessions (£200/hour)
    • Transparent pricing: £245/year
    • Flexible, cancel-anytime membership
    • Ideal follow-on after completing your project or review.
    • Full access to Academy services.
  • Basic

    1,045£
    Every year
    Done-with-you Quarterly Mentorship with Steve Conley & Academy Membership
     
    • Quarterly Plan Review Zoom meetings (one hour each).
    • Data preparation, gathering, check, and updates.
    • Continuous adaption and updates to your Game Plan.
    • Meeting arrangements, preperations, outputs, and follow ups.
    • The Game Plan done-by-you services of Planning My Life.
    • HapNav personal lifetime cashflow forecasting app support.
    • Unlimited expert email Q&A support.
    • Community Membership & Peer Support.
    • Full access to Academy services.
  • Standard

    2,645£
    Every year
    Done-with-you Monthly Mentorship with Steve Conley & Academy Membership
     
    • Monthly Plan Review Zoom meetings (one hour each).
    • Data preparation, gathering, check, and updates.
    • Continuous adaption and updates to your Game Plan.
    • Meeting arrangements, preperations, outputs, and follow ups.
    • The GAME Plan done-by-you services of Planning My Life.
    • HapNav personal lifetime cashflow forecasting app support.
    • Unlimited expert email Q&A support.
    • Community Membership & Peer Support.
    • Full access to Academy services.
  • Premium

    4,995£
    Every year
    Unlimited Mentorship with Steve Conley — Done-With-You Support + Full Academy Membership (Price Capped)
     
    • Unlimited Plan Review Zoom meetings (one hour each)
    • Data preparation, gathering, check, and updates.
    • Continuous adaption and updates to your Game Plan.
    • Meeting arrangements, preperations, outputs, and follow ups.
    • The GAME Plan done-by-you services of Planning My Life.
    • HapNav personal lifetime cashflow forecasting app support.
    • Unlimited expert email Q&A support.
    • Community Membership & Peer Support.
    • Full access to Academy services.
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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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