All the Tools Required to Design Your Financial Future

Wealth creation is achievable with a financial plan pinpointing productive assets that can be harnessed through entrepreneurial ventures, fostering a sustainable livelihood.

A generic financial planner offers broad financial advice without advocating specific trades or managing distinct investments on your behalf. Rather, they educate and empower you to execute your own transactions and oversee your own investments. Collaborating with a generic financial planner presents several advantages:

Independence: Untethered to any particular financial products or companies, a generic financial planner can offer unbiased and objective planning, or, better yet, empower you to plan independently. We're seated on your side of the table.

Flexibility: Generic financial planners may operate on a fixed-fee or hourly-fee structure, presenting fewer conflicts of interest compared to asset-based fee financial advisers. Outsourcing asset management to an adviser isn't always the solution.

Empowerment: Generic financial planners assist clients in developing the knowledge and skills necessary to make informed financial decisions rather than simply managing their investments. We boost your financial literacy levels.

Cost-Efficiency: Generic financial planners are typically less expensive than financial advisers who conduct trades and oversee investments on clients' behalf.

Cost-Saving: Our initial premise is that you're capable of planning your own finances with the correct support. You might require one-on-one advice during stressful or transitional periods. During stable times, akin to an energy-saving device, you can switch us off when we're not needed.

As generic financial planners, we focus on planning your finances or guiding you on how to do it yourself. We never exploit financial planning to sell you investments. Here, you are your greatest investment. We educate our clients and facilitate their wealth creation. Effective financial planning can help eradicate poverty. Here's our approach:

Identification of productive assets.
Leveraging of entrepreneurial opportunities.
Creation of sustainable livelihoods.
Building of wealth.

"Eradicating poverty remains the greatest global challenge today and a prerequisite for sustainable development, particularly for developing nations. Priority actions towards poverty eradication involve improving access to sustainable livelihoods, entrepreneurial opportunities, and productive resources." - The United Nations.

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Step 1: Download Your Free Financial Planning Pack.

Subscribe to our mailing list and receive our comprehensive generic financial planning pack free of charge via email. The pack contains four insightful 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 pioneering customer-directed Open Banking-powered financial planning application guide. These resources are geared to guide you in building your wealth.

Download Starter Pack

Step 3: Buy The Book.

Steve Conley's book, "Your Money or Your Life: Unmask the Highway Robbers - Create Wealth in Every Area of Your Life," is the perfect companion to our Pack. Available for purchase in our Shop at just £11.99, this book will aid your understanding and empower you to create wealth in all aspects of your life.

With international business class postage and packaging included in the price, you can enjoy this valuable resource anywhere in the world. While the book purchase is optional, it offers incredible insights that can further enhance your financial journey.

Buy The Book

Step 2: Register For Our Financial Planning App.

Begin your financial monitoring journey today! Introducing HapNav - The Happiness Navigator, the world's inaugural customer-directed, Open Banking-powered financial planning application. Offering a FREE 30-day trial, followed by a modest £6.99/month, HapNav is your indispensable tool for secure and proficient financial management. Before you embark on crafting your ideal future, it's crucial to establish a secure financial foundation for safety, survival, and peace of mind. HapNav assists you in understanding your numbers and addressing any financial concerns. Start your journey towards financial mastery with HapNav today.

Register For App

Step 4: Meet The Coach.

If you're seeking an upgrade to our services, which include peer group support and personalised one-to-one coaching, we're here to assist you. Feel free to contact us directly, or you can conveniently order a one-hour, no-obligation consultation through our Shop.

By placing your order today, we guarantee that we will contact you within two working days to schedule an appointment at a time that suits you best. During this initial exploratory meeting, we will engage in an hour-long conversation, charged at half our normal hourly rate. This allows us to understand your needs thoroughly and provide the required guidance. Don't hesitate to take this important step towards enhancing your financial journey.

Book A Meeting

Start Now For Free, Upgrade Later If You Require One-to-one Support!

Done-by-you.

Unlock your potential to become your own financial planner with our empowering quick start option. It's as easy as 1-2-3:

Step 1: Download your complimentary DIY pack, a valuable resource to kickstart your financial journey.

Step 2: Register with HapNav, our user-friendly platform designed to guide you towards financial success.

Step 3: Enhance your knowledge and skills by ordering our book from the Shop, providing you with even greater insights and strategies.

Take advantage of our quick start option today and embark on a path towards financial independence and prosperity.

Done-with-you.

Welcome to our evergreen community model, designed to provide continuous support and guidance on your financial journey. Unlike traditional programs with set start and end dates, our model offers ongoing coaching support and a dynamic community group.

As a member of our community, you'll have regular opportunities to meet with both your personal coach and fellow community members. This ensures that you receive consistent guidance, motivation, and accountability throughout your financial transformation.

Embrace the power of this evergreen model, where there are no limitations on when you can begin or conclude your journey. Join us today and experience the invaluable benefits of continuous support as you progress towards your financial goals.

Done-for-you.

In times of stress or change, we understand the importance of private and personalised support tailored to your specific needs.

Whether you require immediate assistance or a comprehensive plan, we offer flexible options to cater to your requirements.

For private and personalised support on an hourly basis, you can schedule one-to-one sessions with our expert coaches. These sessions allow for focused attention and guidance as you navigate through challenges and seek solutions.

Alternatively, if you prefer a more comprehensive approach, our complete GAME Plan is available. This holistic plan provides in-depth analysis, personalised strategies, and ongoing support to help you overcome obstacles and achieve your desired financial outcomes.

No matter the level of support you require, we are here to assist you during times of stress or change.

Reach out to us and let us tailor a private and personalised support system that meets your specific needs.

Our Services Explained

See Our Case Studies & Client Testimonials

(Note: These case studies are hypothetical, do not involve a Generic 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.