Capture and Share Your Life Stories with “The Times of My Life” App: A Key to Comprehensive Life Planning When we think about life planning, the focus often lands on financial security, career goals, and health management. But what about the emotional and spiritual facets that make us who we are? The stories we live, … Continue reading Capture and Share Your Life Stories with “The Times of My Life” App: A Key to Comprehensive Life Planning
Author: Steve Conley
Steve Conley brings over four decades of innovation and expertise to the forefront of financial planning. As the founder and driving force behind the Academy of Life Planning and HapNav Ltd, Steve has been a pivotal figure in transforming financial services to be more democratic and decentralised. His role as a Game Plan Practitioner, Coach, Mentor, Speaker, and Author of "Your Money or Your Life: Unmask the Highway Robbers - Enjoy Wealth in Every Area of Your Life" underlines his comprehensive approach to financial education.
The Academy of Life Planning, hailed as the "Most Pioneering Financial Planner Network," reflects Steve's commitment to fostering transparency, integrity, and accessibility. This institution serves as a testament to his dedication to enhancing the financial planning landscape.
Under Steve's innovative leadership, HapNav Ltd has launched groundbreaking advancements, including the first end-user financial planning app integrated with open banking. This app guides users towards achieving 'Kokoro'—a life rich in financial, emotional, intellectual, and spiritual abundance.
Recently, Steve introduced "Planning My Life" and "Financial Life Coach"—services that extend his ethos into practical, impactful tools for financial autonomy. "Planning My Life" offers an affordable subscription model, giving members access to an AI Life Planner, comprehensive resources, and expert insights. These initiatives epitomise Steve’s commitment to empowering individuals, nurturing community growth, and contributing significantly to global efforts to eradicate poverty.
Steve's journey is more than a career; it's a steadfast crusade to revolutionise financial education and planning, creating a world where financial wellbeing is not just attainable, but enriches every aspect of our lives. Contact steve.conley@aolp.co.uk.
The Life Planner: Navigating Your Journey to Authenticity
We all have some sort of life plan, even if we haven’t fully realised it yet. It’s like a map tucked away in the back of our minds, guiding us through our days. But if we’re honest, many of us find ourselves stuck, unsure of how to move from where we are to where we … Continue reading The Life Planner: Navigating Your Journey to Authenticity
The Importance of Coaching for Holistic Financial Planners: A Path to Empowering Clients
In the evolving landscape of financial services, the distinction between an adviser and a coach is becoming increasingly relevant. As holistic financial planners and life planners, understanding this difference is crucial for delivering meaningful and lasting impact to your clients. Adviser vs. Coach: What’s the Difference? From a client’s perspective, the role of an adviser … Continue reading The Importance of Coaching for Holistic Financial Planners: A Path to Empowering Clients
The Risks of Outsourcing Investment Management: A Better Path for Financial Advisers
In today's financial advisory landscape, many advisers find themselves in a precarious position. The majority either work for larger firms where they don't control the investment proposition or they outsource it entirely. This shift often happens as advisers transition from providing financial advice to wealth management, driven by the pursuit of recurring revenue through assets … Continue reading The Risks of Outsourcing Investment Management: A Better Path for Financial Advisers
Protecting What Matters: Safeguarding Your Home and Income in Uncertain Times
In today's economic climate, the financial pressures on the average household are greater than ever. With rising mortgage payments, soaring rents, and dwindling savings, the squeezed middle in Britain is feeling the strain like never before. It's a reality that many of us face daily—one where a single health event or unexpected interruption to our … Continue reading Protecting What Matters: Safeguarding Your Home and Income in Uncertain Times
Is 80 Fast Becoming the New 60?
Let's face it: the golden age of retirement isn't looking so golden for the next generation. According to a recent study by St James’s Place, the days of retiring in your 60s, passing down a nice chunk of wealth to your kids, and living out your twilight years in relative comfort might be slipping through … Continue reading Is 80 Fast Becoming the New 60?
Would You Work Longer to Put the Grandkids Through Private School? Why Not—It’s Not Like You Ever Wanted to Retire Anyway!
So, here we are again. Just when you thought you could finally kick back and enjoy your golden years, sipping cocktails on a beach somewhere, your kids drop the bombshell: "Hey, Mum and Dad, any chance you could help with the grandkids' school fees? You know, just to give them a leg up?" And not … Continue reading Would You Work Longer to Put the Grandkids Through Private School? Why Not—It’s Not Like You Ever Wanted to Retire Anyway!
Empowering Yourself to Improve Your Finances: Beyond Traditional Financial Advice
When it comes to improving your finances, the conventional options often boil down to either seeing a financial adviser or taking the DIY route, particularly when it comes to buying regulated investments. However, while purchasing regulated investments is a piece of the puzzle, it's just that—a small piece. The real impact on your financial well-being … Continue reading Empowering Yourself to Improve Your Finances: Beyond Traditional Financial Advice
Aging Before Your Time: How to Avoid the Pitfalls
We all know some habits can wreak havoc on our health, but are you aware of the sneaky things that might be accelerating your aging process? The latest insights from Dr. Lucy Pollock, an NHS Consultant Geriatrician, shed light on the everyday behaviours that could be making you old before your time. Here’s what you … Continue reading Aging Before Your Time: How to Avoid the Pitfalls
Would You Extend Your Working Life to Help Your Kids Onto the Property Ladder? Here’s How!
As parents, we often grapple with the question: would you add 5 to 10 years to your working life to help your children get onto the property ladder? For many, the immediate response is to consider the financial burden this might impose. However, what if the solution isn't about extending your working life in the … Continue reading Would You Extend Your Working Life to Help Your Kids Onto the Property Ladder? Here’s How!
Academy of Life Planning 