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Welcome to the Planner's Hub

Embark on a journey towards financial enlightenment within the Planner's Hub, an exclusive enclave crafted for the astute individuals who are part of the "Planning My Life" community. This is where your aspirations transform into actionable plans, and where your personal growth is nurtured by a wealth of bespoke resources.​ The Planner's Hub is not just a platform; it’s a catalyst for change. Here, you'll find an amalgamation of advanced planning tools, insightful guides, and meticulously curated templates—all designed to streamline your path to financial clarity and independence.​ Beyond tools and resources, the Hub is a vibrant collective. Engage in enriching discussions, share your success stories, and connect with like-minded planners through our forums and virtual events. It's a space where collaboration and individual progress coalesce.​ With exclusive access to our Bottomless Q&A Email Support, one-on-one expert consultations, and live interactive sessions, the Planner's Hub provides an unparalleled level of personalised support to navigate your financial journey.​ Join us at the Planner's Hub, where your strategic financial planning becomes a part of a larger mission to foster a community of informed, empowered, and financially savvy individuals. Welcome aboard—your future awaits.

Chinese Temple

INNER CIRCLE CHAT

Steve Conley

Link To GoogleSheet

Please click the link to access the Master GoogleSheet, then save a copy to your G Drive.

Planning My Life provides "educational financial services" and operates as a trading style under The Academy of Life Planning Limited, a company registered with Companies House in England & Wales, bearing the registration number 8016568. The Academy of Life Planning is not obligated to be regulated by the Financial Conduct Authority (FCA) and does not hold FCA registration to provide regulated financial advice.

This website is for informational purposes and not professional financial advice. We offer educational financial services, which, according to the FCA Handbook PERG 8.26.2 and Section 22 of the Financial Services and Markets Act 2000, does not require regulation unless presented in the context of product distribution. These educational financial services fall under the jurisdiction of general consumer laws in the UK, including the Consumer Protection from Unfair Trading Regulations 2008, the Consumer Protection (Amendment) Regulations 2014, and the Digital Markets, Competition, and Consumers Act 2024. We are overseen by the Competition and Markets Authority, as are all non-FCA-regulated financial services firms. Clients of Planning My Life are protected by consumer protection regulations, granting them a private right of action not available to clients of FCA-regulated firms. For additional information see our terms and conditions, please feel free to contact us.

 

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