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Total Wealth Planner
™
Clear thinking for complex financial decisions
Most thoughtful people manage their own finances perfectly well.
But over time the system around you becomes more complicated.
Pension rules change.
Tax thresholds move.
Life itself goes through transitions.
At those moments, what many people want isn’t another product or portfolio manager.
They want an experienced second brain to help them think clearly.
Total Wealth Planner™ provides that space.
A calm, structured way to bring your money, work, and life decisions into alignment — without products, commissions, or pressure.
No sales. No obligation. Just a conversation.
You don’t need more financial products.
You need clarity when decisions matter.
Many people today are juggling:
• pension and retirement decisions
• tax planning and inheritance questions
• work, business, or life transitions
• financial choices that affect the rest of their lives
Even capable people can start to wonder:
“Have I missed something?”
Total Wealth Planning helps bring everything into view so decisions become calmer and clearer.
The Total Wealth Plan
A single, joined-up way to understand your financial life. Helping you:
This is planning for real life, not just finances.
A simple, three-step experience
You leave with a written plan and a clearer path forward.
What you won’t get
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• Product sales
• Commissions
• Pressure to hand over control
What you will get
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• Independent thinking
• A plan you understand and own
• Professional perspective when decisions become complex
You stay in control — always.
This Approach Works Best For People Who
• normally manage their own finances
• want clarity before making important decisions
• prefer collaboration rather than delegation
• value independent thinking over product sales
If you’re looking for tips, products, or quick fixes, this won’t be the right fit.
Ongoing Support — Only If You Want It
Some clients simply need clarity on a particular decision.
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Others prefer ongoing thinking support as life evolves.
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You can choose the level of support that feels right — from occasional Second Brain Sessions to deeper Total Wealth Planning projects.
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No lock-ins. No pressure.
List Title
Start with clarity
Book a short call and see whether Total Wealth Planning would help your situation.
If it’s not the right fit, I’ll tell you.
Choose Your Path
Total Wealth Plans™ — Do It Yourself
For individuals who prefer to design their own life and financial strategy.
Total Wealth Plans™ provides the GAME Plan™ framework, templates, and digital tools.
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Your life.
Your plan.
Your pace.
Total Wealth Planner™ — Done With You
For individuals who want an experienced planner beside them.
Led personally by Steve Conley, this pathway offers calm, independent thinking when financial decisions become complex.
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No products.
No pressure.
Just professional partnership when it matters.
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Contact
Address
Steve Conley
Total Wealth Planner™
9 Franklin Way
Spilsby
Lincolnshire
PE23 5GG
Phone No.
07850 102070
AoLP Approved 02/04/2025
Total Wealth Planner™ is an appointed representative of the Academy of Life Planning™. We operate exclusively under AoLP to provide Total Wealth Planning™ services, as detailed on the Academy’s website.