A £50 meeting with Steve Conley
“I need experienced help with a specific decision, without signing up to an ongoing advice relationship.”
If that sounds like you, this meeting is for you. About 50 minutes, £50, one conversation about the thing that matters right now.
Most of the questions people bring are an 18-month problem, not a 30-year problem. And many of them say the same thing: “I don’t need a product, I need an expert.”
Choose your door
1. Build your next business. Explore starting, transitioning or testing a Total Wealth Planning practice.
- Established coach or planner: your clients bring money questions. How do you help competently, within professional boundaries?
- Testing the agency model: what would you actually offer, charge and deliver to your first client?
2. Work through a life or money problem. Understand your situation, test your assumptions and identify next steps.
- Life transition: redundancy, retirement, separation or caring has changed your plans. What do you work through first?
- Checking an existing plan: you have a plan or an AI report, but you are not sure of the assumptions or whether it reflects what you want.
- Preparing to see an expert: organise your facts and questions before you meet an adviser, solicitor, accountant or pension specialist.
3. Regain control after financial exploitation. Organise what happened and explore practical routes forward.
Why speak with Steve?
Steve is a Chartered Financial Planner and founder of the Academy of Life Planning. His experience spans banking, financial planning, building an agency-led business and supporting people taking on institutions. The value is in helping you work out what kind of problem you have, which options deserve your attention, and where to go next. Agency by default, expertise by exception.
What you can expect
A proportionate promise. You leave with a clearer understanding of the problem, practical next steps, and clarity about whether you need any further help. Fifty minutes can establish useful direction. It cannot promise to resolve a complex case.
After the meeting
You might take action yourself, agree a separate piece of work with Steve, or go to another specialist. The meeting stands on its own. There is nothing further to sign up to.
Who this is not for
- People looking for an ongoing regulated advice relationship
- People looking to buy a financial product
- People after a quick tip
£50 · about 50 minutes
Book at academyoflifeplanning.com/book-online
