If you’re a financial professional feeling the weight of regulatory pressure, or a corporate adviser ready for a more values-aligned encore career, you’re not alone. Many experienced professionals in finance, particularly those nearing retirement or recovering from burnout, are rethinking their path forward. They’re asking: “Is there a way to use my skills without compromising my health or ethics?”
At the Academy of Life Planning, we believe there is. We support professionals like you to transition from traditional financial services to build future-ready, purpose-driven holistic wealth planning businesses—where work feels more like a calling than a job, and retirement is no longer the goal because the work is life-giving.
Why Holistic Wealth Planning?
Holistic wealth planning is a new paradigm. It integrates financial expertise with life planning, human capital development, personal empowerment, and community impact. You’ll still draw on your technical skills—whether as a Certified Financial Planner, Chartered Wealth Manager, Actuary, or Accountant—but instead of selling products, you’ll help people plan their lives, and then align their money accordingly.
This is not coaching. It’s not sales. It’s a trusted advisory role, empowering individuals to become their own financial advisers using a structured, ethical framework. It’s also your opportunity to redefine your own relationship with work, build a personal brand, and contribute to a global movement of change-makers.
What We Offer: The Academy of Life Planning Roadmap
At the Academy, we’ve designed a step-by-step, all-in-one support system to help you launch and grow your own holistic wealth planning business, whether as a solopreneur, portfolio entrepreneur, side hustler, or second-career visionary.
Here’s how we support your journey:
1. Business Startup Guidance
We help financial professionals transition from regulated environments or large corporate settings into independent, fully autonomous businesses. You’ll be guided through every stage—from ideation to business launch—with tailored support for your experience level and aspirations.
2. Become a Money & Life Expert (12-Week Training)
Our 12-week training programme fills the skills gap many technical professionals face when transitioning to holistic practice. You’ll gain proficiency in:
- Life planning methodologies
- Human capital and holistic wealth frameworks
- Financial empowerment education
- Values-aligned planning techniques
The training is available both in-person and online, self-paced to fit around your current commitments.
3. Build-Plan-Launch Your Website and CRM
Your business needs infrastructure. We help you design, build, and maintain a professional website with an integrated CRM and back-office tools—tailored to your brand and designed to help you serve clients with ease.
4. One-to-One & Peer Mentorship
Whether you prefer personal guidance or a community-based approach, we offer:
- One-to-one mentoring from experienced professionals
- Monthly or quarterly peer mentorship groups
This support helps you stay accountable, solve challenges, and grow sustainably.
5. Join a Community of Holistic Wealth Planners
You’ll become part of a values-aligned professional community, where collaboration replaces competition and shared learning is the norm.
6. Continuous Professional Development (CPD)
You’ll have access to live and recorded CPD events, including:
- Partner parades
- Town halls
- Masterclasses
All sessions are recorded and available on demand through your secure channel.
7. Tailored Business Planning & Branding
We help you develop a business plan aligned with your talents, supported by branding, sales, and marketing guidance. You’ll learn how to:
- Position your unique offer
- Communicate your value
- Build a trusted presence in your niche
8. Complaints & Legal Support
You’ll receive access to complaints handling frameworks, legal documentation templates, and professional indemnity insurance options to give you peace of mind.
9. Marketing & Advocacy Support
We provide a library of shareable content—topical and evergreen—that supports your brand and promotes holistic wealth planning in the public sphere.
We also lobby on your behalf, challenging outdated industry norms and advocating for better consumer protection.
10. Professional Recognition & Accreditation
We are creating a Level 5 recognised diploma in holistic wealth planning, with support from global thought leaders. You’ll be part of a professional body-in-development, dedicated to the integrity of this new profession.
11. Global Network & Multi-Lingual Expansion
The GAME Plan—our signature planning methodology—is being translated into eight languages, with a growing global network of ambassadors. You’re not just building a business; you’re helping to shape a movement.
12. Pro Bono Social Impact Projects
Through the Ian Davis Memorial Project, we support victims of financial crime, helping them rebuild their lives and money. As a member, you can offer pro bono services and create deep social value.
13. Exclusive Tools: HapNav & MoneyFit
Our in-house tools support client outcomes:
- HapNav: A consumer-facing financial planning app
- MoneyFit: A comprehensive financial education library
These tools enhance client engagement and empower them in their journey.
14. Partner Programme & Virtual Office
You gain access to exclusive partner deals, offers, and pre-vetted services, from compliance to marketing support. Think of it as a virtual back-office, ready when you are.
15. Unlimited Q&A Support
Have a question? We offer bottomless email support—so you’re never alone as you build your business.
16. Worksite & Community Programmes
We also support you in delivering services to businesses, churches, and community groups, enabling you to broaden your impact through education and engagement.
17. Broader Ecosystem Integration
As a member, you gain connections across an ecosystem of like-minded change-makers, including:
- Transparency Task Force
- Victim Support
- Living Longer Better Campaign
- London Business School alumni networks
- And more…
This community offers strength in numbers, aligned vision, and collaborative opportunity.
Investment & Return: What to Expect
The initial investment is less than £5,000. Within three months of training, most members begin trading. With a two-to-three month lead time, depending on your availability and effort, many begin to see a return on investment within 6 months.
Whether you’re looking to work:
- One-to-one (done-for-you)
- One-to-many (group-based, done-with-you)
- Or Non-to-many (DIY, scalable)
We help you choose a model that fits your lifestyle, energy levels, and ambitions.
A New Kind of Work: Where You Never Want to Retire
If you’ve ever dreamed of a second career that doesn’t feel like work, where you serve others meaningfully, stay well, and stay financially secure, this is your invitation.
Holistic wealth planning is not only a business—it’s a movement of conscience. It’s about helping people gain control of their money and their lives. And it’s about giving professionals like you a new lease on life.
So if you’re ready to become your own boss, leave behind the pressure and politics, and build a conscientious, future-ready practice, consider joining us at the Academy of Life Planning.
Together, we’ll build a business that changes lives—including yours.
Next Step?
Let’s talk.
Visit www.aolp.info or connect with me, Steve Conley, for a free discovery session.
Your future-ready career starts here.
Steve Conley
Founder, the Academy of Life Planning
Academy of Life Planning 