As financial planning professionals, I think we can all agree that the financial planning we have been taught is financial planning with a view to intermediation. Intermediation is between a client and a regulated product provider, such as an insurance, pension, investment, or mortgage company. The financial planner is appointed as an agent of the … Continue reading A Game Plan For Human Well-being: An Exploration of the Influence of Ego-Soul Dynamics on Financial Planning →

In the rich tapestry of human spiritual and philosophical thought, there lies a concept as ancient as it is profound – the Prisca Theologia. This idea, suggesting a core of universal wisdom underlying diverse religious and mystical traditions, resonates deeply with the ethos of the Academy of Life Planning. As we explore this concept, we … Continue reading Embracing the Universal Wisdom: Prisca Theologia and the Game Plan Framework at the Academy of Life Planning →

In the realm of financial planning, the Academy of Life Planning stands as a pioneering institution, offering a transformative approach known as 'The Game Plan'. This framework is a harmonious blend of ancient wisdom, spanning various religious and philosophical traditions, and contemporary psychological theories. It's a unique pathway, guiding financial planners and clients alike as … Continue reading The Game Plan: Integrating Ancient Wisdom and Modern Financial Planning at the Academy of Life Planning →

The Essence of the Way Shower In an era where authenticity and purposeful living are increasingly valued, the concept of the Way Shower emerges as a transformative guide. This approach is not just a method; it's a journey towards uncovering and embracing one's true identity, moving away from the shackles of a constructed false self. … Continue reading Embracing the Way Shower: A Path to Authentic Prosperity →

In the realm of financial planning and personal wealth management, Chris Budd's book, "The Four Cornerstones of Financial Wellbeing," has emerged as a noteworthy contribution. While the book garners acclaim for its structured approach to financial stability, a deeper analysis reveals significant areas where it may fall short, particularly in the holistic integration of financial … Continue reading Chris Budd’s ‘Four Cornerstones’: A Balanced Insight or a Missed Opportunity in Holistic Wealth Management? →

Welcome to Your Financial Renaissance In a world where economic unpredictability often collides with our aspirations, "The Cashflow Coach," a proud segment of the Academy of Life Planning, stands as a beacon of guidance and empowerment in your financial journey. At the heart of our ethos is a commitment to transforming cashflow into life's abundant … Continue reading Transforming Cashflow into Life’s Opportunities with “The Cashflow Coach” →

In the evolving landscape of financial planning, the Financial Conduct Authority's (FCA) proposal to introduce simplified advice regimes raises important considerations. At the heart of the debate is a critical issue: should the focus be on offering simplified financial products to less experienced investors, or should there be a greater emphasis on enhancing financial literacy? … Continue reading Balancing Risk and Accessibility: Simplified Financial Advice vs Enhanced Financial Literacy →

The financial advisory landscape has undergone significant transformation in recent years, particularly with the emergence of financial influencers, or 'finfluencers.' This shift raises an important question: Are 'finfluencers' deterring the public from seeking professional financial advice? A recent discussion among industry professionals, as reported by FT Adviser, indicates a concern that the simplification of financial … Continue reading Balancing Simplicity and Expertise: The Evolving Role of Financial Advice in the Age of ‘Finfluencers’ →

In the realm of financial advice, a seismic shift is imperative, one that aligns ethical business practices with the compassionate pastoral care of clients. A recent article in FT Adviser advocates for a transformative approach where financial advisers not only serve as guides in fiscal matters but also as empathetic supporters in their clients' personal … Continue reading Revolutionising Financial Advice: The Convergence of Ethics and Compassion →

Steve Conley Founder of Planning My Life & Academy of Life Planning December 12, 2023 In a world where the conventional methods of Chartered and Certified Financial Planning primarily revolve around intermediation, the Academy of Life Planning introduces a groundbreaking approach. Our expertise extends beyond these traditional frameworks, leveraging our unique roles in our community … Continue reading Elevating Financial Planning: Academy of Life Planning’s Revolutionary Approach →