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The Game Plan: A Blueprint for Financial Well-being and Beyond


Introduction

In the realm of financial planning, there's a glaring gap between what's commonly offered and what's genuinely needed. Traditional financial planning often focuses narrowly on investable assets, leaving a vast landscape of financial health unexplored. Enter the Game Plan, a holistic approach to financial planning that goes beyond mere numbers. It's a plan for life, accessible to all, and it's revolutionising how we think about money and well-being.


The Traditional Financial Plan: A Limited Scope

Most personal financial plans are limited in scope, focusing primarily on investable assets. These plans aim to preserve wealth for retirement, often neglecting the broader aspects of financial health. This narrow focus is largely because financial planners are compensated based on assets under management, creating a system that benefits only a small percentage of the population.


The Business Plan Analogy

Imagine a business plan. It considers various metrics like net profit, operational costs, cash flow forecasts, and even intangible assets like brand value. Now, why shouldn't an individual have a similar comprehensive plan? That's precisely what the Game Plan aims to provide. It's a financial plan that borrows the thoroughness of a business plan, tailored for individuals.


What is the Game Plan?

The Game Plan is a holistic financial strategy that covers:

  • Financial Metrics: Cash flow, net profits, and operational costs.

  • Intangible Assets: Skills, professional connections, and intellectual property.

  • Well-being Metrics: Eudaimonic well-being, which contributes to a longer, happier life.

  • Social and Environmental Impact: Aligning your finances with your values for a quadruple bottom line—purpose, people, planet, and profit.


Democratising Financial Planning

Unlike traditional financial plans, the Game Plan is not just for those with substantial investable assets. It's for everyone. With the right technology and support, the Game Plan can be delivered on various scales—individually, in groups, or even to the masses. This inclusivity has the power to lift a significant portion of the global population above the empowerment line, where they can not only meet essential needs but also achieve financial security.


The Game Plan at Planning My Life

At Planning My Life, we're committed to making the Game Plan accessible to all. For a subscription fee of just £19 per month, members gain access to a plethora of planning resources, expert advice, and a community of like-minded individuals. Our core values of empowerment, integrity, and innovation guide us in delivering a service that aims to democratise financial planning and contribute to global poverty alleviation.


Conclusion

The Game Plan is not just a financial plan; it's a life plan. It's about creating a fulfilling life that balances financial security with emotional, intellectual, and spiritual abundance. At Planning My Life, we believe that everyone should have access to this revolutionary approach, and we're making it happen, one Game Plan at a time.

 
 
 

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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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