The Academy of Life Planning helps planners become Total Wealth Planners by combining professional community, strategic support, AI-powered planning infrastructure, practical business development, and a philosophy centred on restoring human agency.
Based on the mentorship sessions, Academy structure, Total Wealth OS roadmap, and the positioning we’ve been developing, I would describe the support provided to Total Wealth Planners under six headings:
1. Practice Development
Helping planners build sustainable, differentiated businesses.
This includes:
- Target market selection
- Proposition design
- Pricing and fee models
- Marketing and LinkedIn positioning
- Client acquisition strategies
- Business development planning
- Practice Management Circle discussions
- Peer review and challenge
Examples from recent mentoring include refining retirement-transition propositions, family office offerings, and positioning around agency rather than advice.
2. Total Wealth Planner Development
Supporting planners to evolve beyond traditional advice models.
This includes:
- Human agency principles
- Life-centred planning
- The GAME Plan methodology
- Human capital planning
- Decision capital
- Transition planning
- Family and legacy planning
- Client empowerment approaches
The focus is helping clients become the authority in their own lives rather than becoming dependent on professionals.
3. AI & Technology Infrastructure
Access to the emerging Total Wealth OS ecosystem.
This includes:
- My Life™
- Navigator™
- Investigator™
- The Leveller™
- Goliathon™
- Opportunity Agent™
- Future Academy applications
Alongside support for integrating these tools into client journeys and planning processes.
4. Professional Community
Access to a network of planners exploring the future of the profession.
This includes:
- Peer mentorship
- Practice Management Circle
- Weekly discussions
- Collaborative problem solving
- Shared learning
- Exposure to emerging ideas and opportunities
The Academy acts as a professional development community rather than simply a training provider.
5. Training & Accreditation
Structured learning pathways.
This includes:
- GAME Plan Practitioner accreditation
- Family Office Programme (forthcoming)
- Planning methodologies
- AI-enabled planning techniques
- Total Wealth Planning frameworks
Designed to help planners build capability and credibility in emerging planning disciplines.
6. Strategic Thinking Partnership
Perhaps the most valuable element.
For many planners, the Academy provides access to an experienced strategic sounding board.
Conversations frequently cover:
- Complex client situations
- Proposition decisions
- Technology choices
- Business model evolution
- Industry change
- AI implications
- Long-term strategic direction
The role is less consultant, coach, or adviser, and more “another experienced brain helping you think through important decisions.”
Whether you’re simply exploring the future of planning, actively building a Total Wealth Planning™ practice, or looking for direct strategic support, there is a place for you within the Academy.
- Tier 1 provides access to the movement, ideas, frameworks, and community.
- Tier 2 adds the structure, challenge, and accountability of the Practice Management Circle and peer mentorship.
- Tier 3 provides direct one-to-one mentorship and personalised support for planners committed to accelerating their professional development and practice transformation.
The Academy is built around a simple principle: planners should never have to build the future of the profession alone. Wherever you are on your journey, there is a community, a framework, and a pathway to support your next step.
For further information visit AcademyofLifePlanning.com.
Academy of Life Planning 