A “Done-With-You” Expert Coaching Service for Life’s Most Pivotal Moments
By Steve Conley, Founder of the Academy of Life Planning
🔍 Overview
Financial Life Coach is a done-with-you coaching service for financially empowered individuals navigating major life transitions. It offers expert, hourly-based holistic wealth planning support — entirely free from institutional conflicts of interest.
At its core, the service provides clarity, confidence, and control during periods of stress and complexity, empowering clients to make values-aligned life and money decisions with purpose and peace of mind.
This is not financial advice. It’s better: it’s expert coaching from a structurally trustworthy fiduciary who sits on your side of the table and helps you plan with wisdom, conscience, and sovereignty.
🎯 Who It’s For
Financial Life Coach is designed for activated adults who are:
- Going through major life transitions, including redundancy, divorce, inheritance, burnout, relocation, retirement, bereavement, business change, or disability.
- Feeling overwhelmed or uncertain — but motivated to regain control and move forward.
- Seeking expert guidance without being sold products, steered by hidden agendas, or disempowered.
🛠️ What You’ll Achieve
Through personalised coaching, clients experience:
- Clarity around complex decisions
- Confidence in navigating life and money
- Peace of mind knowing their coach is 100% conflict-free
- Structured financial plans they fully understand and own
- Tax-smart strategies and legacy readiness
- Reconnection to life purpose, well-being, and impact
- Simplicity, transparency, and empowerment
🧰 Tools and Frameworks
Each session draws on a purpose-built end-user ecosystem including:
- The GAME Plan – goals-first, purpose-driven life architecture
- HapNav – AI-enabled cashflow and lifetime planning
- AI Life Planner – interactive tools to self-manage decisions
- Ikigai Discovery – realignment with meaning and mission
- MoneyFitt Library – independent education and activation
- Scorecards – track holistic well-being and financial activation
- Notion Templates – structure life design and financial actions
- Trusted Tech – links to best-in-class apps for end-users
Clients retain full sovereignty. Steve teaches and equips — never intermediates, sells, or manages.
đź’ˇ How It Works
- Hourly Coaching Rate: ÂŁ100
- Format: One-off 90-minute sessions or monthly packages
- Delivery: Zoom (or in-person near Spilsby), with follow-up notes
- Tools: Session notes, screen recordings, Notion dashboards
- Payment: Stripe, PayPal, or invoice – paid in advance
- Pro Bono: Discretionary and mission-aligned
👤 Why Steve?
Steve Conley is a Chartered Financial Planner, Chartered Insurer, and former Head of Investments at HSBC, RBS, and Santander. With three decades of leadership in finance, he now serves as an award-winning consumer advocate, educator, and mentor — unshackled from institutional bias.
He has helped hundreds of clients find strength, strategy, and serenity through their most difficult times — not by telling them what to do, but by empowering them to trust themselves again.
🗝️ Final Message
“In the age of AI and tech, I show you how to take control of your finances — but stand beside you at those times where everything is at stake. I help you make life-changing decisions with confidence, knowing that the person helping you is 100% on your side, with no conflict, full faith in your potential, and deep belief that you’ve got this.”
Need clarity during life’s turning points?
Book a one-to-one coaching session with someone 100% on your side — no commissions, no pressure, just honest, expert support when it matters most.
👉 Book Your Session
Take the next step toward clarity, confidence, and control.
Visit www.finlife.coach for more details.
Academy of Life Planning 