Take Control Of Your Finances From £6.99/ Month
Take Control Of Your Finances From £6.99/ Month

How To Design A Favourite Future Where You Don't Run Out Of Cash?

Step 1: Download Your Free Pack.

Sign up to our mailing list and we will send you our DIY pack for free by email. It's four pdf documents. The Stand and Deliver! Discovering your money and your life workbook. The Significant STORIES System workbook. The Ikigai Proposition Development Framework workbook. And, the HapNav Tech Spec - the world’s first customer-directed Openbanking-powered financial planning application.

Step 3: Buy The Book.

To accompany the Pack is Steve Conley's book, Your Money or Your Life: Unmask the highway robbers - create wealth in every area of your life. Available to buy in the Shop for £11.99. Price includes international business class postage and packaging anywhere in the world.

 

Book purchase is optional. It simply aids understanding.

 

Step 2: Register For App.

Get started monitoring your finances! HapNav - The Happiness Navigator - is the world’s first customer-directed Open banking-powered financial planning application. It is available on a FREE 30- Day Trial, therafter £6.99/ month. Before you begin planning your favourite future, you need reassurance that you have the finances in place for security, saftey, and survival. HapNav helps you know your numbers and fix issues.

Step 4: Meet The Coach.

If you need to upgrade your service for peer group support and a one-to-one coach, don't hesitate to get in touch with us or order a one-hour no-obligation consultation via our Shop. Place your order today and we will contact you within two working days to arrange an appointment at a time that is convenient for you. Because it is an initial exploratory meeting, we chat for an hour and charge half our normal hourly rate.

 

Start Now For Free, Upgrade Later If You Require Support!

Done-by-you.

Step 1, download your free DIY pack. Step 2, register with HapNav. Step 3, order the book from our Shop, Your Money or Your Life.

 

Our quick start option!

Done-with-you.

This is an evergreen community model with coaching support included. No set start and end date. You meet regularly with the coach & community group.

Done-for-you.

This is for when you find yourself at a cross-roads and need private & personalised one-to-one support. By the hour, or full GAME Plan.

 

 

See Our Case Studies & Client Testimonials

(Note: These case studies are hypothetical, do not involve a Advice-only Financial Planning client, and should not be construed as a guarantee.)

Work Optional.

Colin & Julia hadn't sat down and talked about what a favourite future looked like for them. What did they both want from life? This vision needed to be decided before we looked at the money.

 

Business Exit.

George was in negotiations with his business partner about retiring. George wanted to know how critical his business assets were in supporting the lifestyle to which they were both accustomed.

 

Leaving a Legacy.

Mary wanted to make sure she didn't outlive her capital, but she also wanted to leave a legacy for her kids and grandkids. She also wanted to make substantial gifts to charity. She needed a second opinion.

 

Want to know what our clients had to say about us? Check out our client testimonials.

Print | Sitemap
© Advice-only Financial Planner 2022.