💫 How Much Can a Holistic Wealth Planner Earn Per Month?

Beyond money, a Holistic Wealth Planner earns meaning — yet the financial rewards can be life-changing too.

In a world where traditional advisers chase assets and commissions, Holistic Wealth Planners (HWPs) are building livelihoods rooted in purpose, transparency, and genuine impact. They don’t sell products; they empower people. They’re not brokers of wealth — they’re architects of wholeness.

Still, for those exploring this as a profession or encore career, one question naturally arises: “Can I earn a living doing this?”

The answer is an emphatic yes — and often, a very good one.


🔹 The Earning Landscape

Let’s start with a baseline.
In the UK, financial planners typically earn:

  • £50,000–£55,000 per year on average.
  • £70,000–£100,000+ for experienced, chartered planners.
    (Source: Indeed, Reed, Jobted)

That translates to roughly £4,000–£8,000 per month.

But here’s the difference: a Holistic Wealth Planner isn’t bound by corporate pay scales or institutional limits. They operate with freedom — blending life planning, coaching, and human capital strategy into a service people want to invest in.


🔹 The Holistic Model in Practice

At the Academy of Life Planning, Holistic Wealth Planners work within a flexible ecosystem:

  • Planning My Life (PML): Empowering individuals to plan for themselves using the GAME Plan™ framework.
  • Financial Life Coach (FLC): Supporting clients who prefer expert help — ‘done-with-you’ or ‘done-for-you’.

This dual-track model enables planners to earn across a spectrum of engagements — from one-off coaching sessions to long-term mentoring and holistic planning retainers.


🔹 Monthly Income Potential

Here’s a realistic snapshot of potential monthly income for HWPs working independently or within the AoLP community:

Experience & Book SizeTypical Monthly Earnings
Early Stage (0-2 years)£2,000 – £3,500
Developing (3-7 years)£4,000 – £6,000
Established (7+ years)£6,000 – £10,000+

These figures include a blend of hourly consultations, programme fees, workshops, and retainers — not commissions or product sales. Every pound earned reflects genuine value created for clients.


🔹 The Real Levers of Success

The best Holistic Wealth Planners grow not just income, but influence. Their earnings expand as their credibility, network, and impact deepen. Six key drivers determine how fast they grow:

  1. Value Proposition: Fusing financial literacy with emotional, spiritual, and practical well-being.
  2. Pricing Structure: Fair, transparent, mission-aligned — clients pay for wisdom, not products.
  3. Recurring Income: Retainers for ongoing support create stability.
  4. Technology & Systems: Tools like Notion, ChatGPT, and HapNav streamline delivery.
  5. Personal Brand: Trust, integrity, and story attract ideal clients.
  6. Community: Collaboration beats competition — AoLP’s ecosystem keeps planners supported and visible.

🔹 Enough and More Than Enough

Unlike traditional financial advisers, HWPs measure success not by how much they extract, but by how much they enable. The goal isn’t endless accumulation — it’s enough:
enough income to live freely, enough purpose to live fully, enough impact to leave a legacy.

The income figures are real. The freedom is priceless.


💡 Want to Become a Holistic Wealth Planner?

The Academy of Life Planning offers training, mentorship, and business support for aspiring Holistic Wealth Planners who want to build financially sustainable, ethically grounded, and spiritually fulfilling practices.

👉 Explore the GAME Plan Practitioner Pathway
and start earning from purpose today.

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