Envisioning a World Where 'Kokoro' is Within Reach for All – Cultivating a life of harmony where financial security, emotional wealth, intellectual vitality, and spiritual contentment are not just ideals, but realities for every individual.
To democratise and decentralise financial planning, ensuring it's accessible, transparent, and transformative for all, while promoting holistic personal growth and well-being.
Principles for "Planning My Life":
1 / Holistic Empowerment:
Beyond financial guidance, we advocate for a life enriched in emotional, intellectual, and spiritual dimensions.
2 / Community-Centric:
We believe in the power of community, fostering a supportive environment where members can share, learn, and grow together.
3 / Transparency and Integrity:
We operate with the utmost transparency, ensuring our members always receive genuine value without hidden agendas.
4 / Decentralisation:
We champion the decentralisation of financial planning, placing the ownership of data and assets directly in the hands of individuals, breaking institutional control.
5 / Continuous Innovation:
With a keen interest in technology, especially AI, we pledge to always leverage the latest advancements to enhance our offerings.
6 / Global Vision:
While we focus on individual empowerment, we align with broader humanitarian goals, contributing to global efforts to alleviate poverty and champion empowerment.
7 / Accountability:
We set clear, measurable outcomes and remain transparent about our progress, ensuring we're always accountable to our members and our mission.
8 / Nature and Well-being:
Recognising the therapeutic power of nature, we encourage integrating elements of it into our financial and life planning strategies.
9 / Lifelong Learning:
We believe in the power of continuous learning and personal growth, ensuring our resources stay updated, relevant, and insightful.
10 / Collaboration:
We foster collaborations with experts, institutions, and communities that align with our mission, amplifying our impact.
The Origin and Journey of "Planning My Life"
The inception of "Planning My Life" is rooted in a vision to democratise financial planning and empower individuals to take control of their lives and finances. The founder, Steve Conley, a former head of investments at HSBC and a key figure in other renowned banks and financial institutions, has been a trailblazer in the industry.
With a career that saw him climb the corporate ladder until the age of 50, he played a pivotal role as the lead proposition architect for the launch of the UK's first "wrap platform" and "retail multi-asset funds." These innovative initiatives became the building blocks of DIY investing, transforming the UK retail investment market, and are now the preferred solution for 8 in 10 investors.
However, a shift in the financial industry's focus from empowering clients to profit-driven motives led to disillusionment, as Steve describes in his book: Your Money or Your Life: Unmask the Highway Robbers, Create Wealth in Every Area of Your Life!".
Recognising that the product sales side of financial planning failed to serve the needs of most people, he made a bold decision. On 2nd April 2012, he left the corporate world and founded the Academy of Life Planning, an independent firm dedicated to non-intermediating financial planning. The business's ethos was clear: sell plans, not products, and guide clients in DIY investing within the commoditised investment industry he had helped create.
After a decade of success, the COVID pandemic prompted another evolution. The focus shifted to training other non-intermediating planners, leading to hundreds graduating from his Academy.
In 2023, with the rise of AI technology, a new realisation emerged: 90% of people could be their own life and financial planner 90% of the time with the right support. This insight led to the launch of "Planning My Life" in August 2023, introducing the AI Life Planner that could empower people at a low cost to create personalised life plans.
The vision behind "Planning My Life" is profound and far-reaching. It's not just about individual empowerment; it's about a global transformation. The founder believes that this technology has the potential to end world poverty in all its forms, aligning with the United Nations' agenda for 2030. It's about enabling everyone to design their future and put in place the financial architecture to make it a reality.
"Planning My Life" is more than a business; it's a movement, a philosophy, and a commitment to creating a world where financial planning is accessible, empowering, and transformative for all.
Our Mission: Empowering You to Design Your Future
At "Planning My Life," our mission is more than a statement; it's a commitment to empowering individuals to take control of their lives, finances, and future. We believe that everyone has the potential to design their favourite future, and our services are crafted to make that belief a reality.
Personalised Life Planning
Through our innovative AI Life Planner, we provide personalised guidance and tools that enable you to identify your goals, develop actionable strategies, and create a tailored life plan. It's about clarity, direction, and empowerment.
Education and Resources
Our extensive library of planning resources, tests, videos, and materials equip you with the knowledge and skills you need. It's about informed decisions, confidence, and growth.
We're dedicated to democratising financial planning, making it accessible and transparent. Our non-intermediating approach guides you in DIY investing, helping you build the financial architecture to support your dreams.
Beyond individual empowerment, our vision extends to a global scale. We believe that our technology has the potential to contribute to ending world poverty, aligning with broader humanitarian goals.
Community and Support
Our community of like-minded planners and expert support team provide encouragement, insights, and collaboration. You're never alone in your journey; we're here to guide, inspire, and celebrate your success.
Beyond control by institutions, we place the ownership of your data and the ability to place ownership of assets in your hands. Breaking the control over your finances of institutions and their agents. It's about autonomy, privacy, and true financial empowerment.
Go ahead! Take Control of Your Finances.
Our services are not just about planning; they're about transformation. They align with our core mission of empowerment, providing the tools, resources, community, and support needed to take the reins of your destiny. Whether you're navigating career growth, personal development, financial independence, or seeking to break free from institutional control, "Planning My Life" is here to support you every step of the way.
Join us, and embrace the change, unlock your potential, and transform your life. Your journey to a fulfilling and successful life starts here.
Our Core Values: Guiding Principles for a Fulfilling Future
At "Planning My Life," our values are more than words; they are the guiding principles that shape our services, culture, and interactions with clients. They reflect our commitment to creating a positive impact and empowering individuals to design their favorite future.
Empowerment: We believe in the power of individuals to take control of their lives, finances, and destiny. Our services, from the AI Life Planner to personalised support, are designed to equip you with the tools and confidence to make informed decisions and achieve your goals.
Integrity: Trust and transparency are at the heart of everything we do. We prioritise your privacy, provide honest guidance, and uphold ethical practices. Our commitment to integrity ensures that you can rely on us to act in your best interest.
Innovation: We embrace innovation as a catalyst for growth and transformation. From pioneering the UK's first "wrap platform" to launching our AI Life Planner, we continually seek new ways to enhance our services and provide cutting-edge solutions.
Community: Building a community of like-minded planners is central to our mission. We foster collaboration, support, and connection, creating a space where you can share, learn, and grow together with others on a similar journey.
Personal Growth: We recognise that personal growth is a lifelong journey. Our resources, tools, and expert support are tailored to guide you in personal development, career growth, and financial independence, nurturing your potential at every stage.
Decentralisation: We champion freedom, and agency, placing the ownership of your data and assets in your hands. By breaking the control of institutions and their agents, we empower you to exercise true autonomy and privacy in your financial decisions.
These core values are the foundation of "Planning My Life." They shape our approach, influence our decisions, and define our relationship with clients. They are the essence of who we are and what we strive to achieve.
Join us, and experience a service that's not just about planning but about living these values every day. Together, we can create a future that's empowering, ethical, innovative, connected, growth-oriented, and truly yours.
Meet Steve Conley: The Visionary Behind 'Planning My Life'
Get to Know Us
A Trailblazer in Financial Planning
Steve's journey in the financial industry is marked by innovation and transformation. As the former head of investments at HSBC and a key figure in renowned banks, he played a pivotal role in democratising financial planning, pioneering initiatives like the UK's first "wrap platform" and "retail multi-asset funds."
A Vision for Empowerment
Disillusioned with the profit-driven motives of large financial institutions, Steve founded the Academy of Life Planning in 2012, focusing on non-intermediating financial planning. His vision was clear: sell plans, not products, and guide clients in DIY investing.
A Commitment to Innovation
With the rise of AI technology, Steve launched "Planning My Life" in 2023, introducing the AI Life Planner. His belief that 90% of people could be their own life and financial planner 90% of the time led to a service that empowers individuals at a low cost.
A Global Impact
Steve's vision extends beyond individual empowerment. He believes that this technology has the potential to end world poverty, aligning with the United Nations' agenda for 2030. It's about creating a world where financial planning is accessible to all.
Connect with Steve
Feel free to reach out to Steve with any questions, feedback, or inquiries. His passion for empowerment, integrity, innovation, and community is the essence of "Planning My Life," and he's here to support you on your journey to success.
Why Choose 'Planning My Life'?
Choosing the right partner for your life and financial planning journey is a critical decision. At "Planning My Life," we offer more than just tools and resources; we provide a comprehensive, personalised, and empowering experience that sets us apart. Here's why "Planning My Life" is the right choice for you:
Innovative AI Life Planner: Our cutting-edge AI Life Planner guides you through creating a tailored life plan, providing clarity, direction, and empowerment. It's like having a personal life coach at your fingertips.
Affordable Subscription: For just £19 per month, you gain access to a wealth of planning resources, community engagement, and expert support. Quality planning doesn't have to break the bank.
Decentralised Control: We place the ownership of your data and assets in your hands, breaking the control of institutions. It's about true autonomy, privacy, and financial empowerment.
Community of Like-Minded Planners: Join a vibrant community of individuals who share your passion for growth and success. Collaborate, learn, and grow together in a supportive environment.
Expert Guidance: Benefit from the insights and expertise of our founder, Steve Conley, a trailblazer in the financial industry. His vision and commitment to empowerment guide our services.
Global Vision: Our mission extends beyond individual planning. We believe in the potential to contribute to ending world poverty, aligning with broader humanitarian goals. Be part of something bigger.
Ethical Practices: Integrity, transparency, and ethical practices are at the core of our business. You can trust us to act in your best interest, always.
Personal Growth Focus: We recognise that planning is about more than finances; it's about personal growth and fulfilment. Our resources and support nurture your potential at every stage.
No Gimmicks, Just Value: We believe in the strong appeal of our AI Life Planner and go straight to paid membership without gimmicks. It's about genuine value and transformation.
Join a Movement: "Planning My Life" is more than a service; it's a movement towards empowerment, innovation, and positive change. Be part of a community that's shaping the future.
Choosing "Planning My Life" means embracing a holistic approach to life and financial planning that's innovative, empowering, ethical, and community-driven. It's about taking control of your destiny, unlocking your potential, and transforming your life.
Ready to Start Your Journey?