Second Brain Session: Total Wealth Planner

A focused conversation for when financial decisions become complex

The Second Brain Session is a private Zoom conversation with Steve Conley, Chartered Financial Planner and founder of the Academy of Life Planning.

It is designed for thoughtful people who usually manage their own finances but occasionally want an experienced mind alongside them when an important decision arises.

This is not product advice.

This is not portfolio management.

It is simply a structured opportunity to think clearly with someone who understands the financial system.

Many people find that one good conversation can resolve weeks of uncertainty.

What We Do

During the session we explore the question or situation you are facing and work through it together.

Typical topics include:

• pension drawdown decisions

• retirement timing and income planning

• inheritance or legacy questions• tax implications of major decisions

• evaluating different financial paths

• navigating periods of change in life or work

The goal is not to sell anything.

The goal is clarity.

How the Session Works

Before the session you send a short outline of the issue you want to explore.

During our conversation we will:

• clarify the decision you are facing

• map the key financial factors involved

• identify possible blind spots or risks

• explore practical options and trade-offs

• agree the next steps that make most sense

Sometimes the answer becomes clear within the session itself.

Sometimes it becomes obvious that a deeper planning process would be helpful.

Either way, the outcome is greater confidence in your next decision.

What You Receive

• A private 90-minute Zoom session with Steve Conley

• Clear discussion of the financial decision you are facing

• Independent thinking with no products or commissions involved

• Written summary notes of the key insights and next steps

• Guidance on whether further planning work would add value

No upselling.

No pressure.

Just clear thinking.

When a Deeper Planning Process May Help

Occasionally the conversation reveals that the situation would benefit from a structured planning process.

In those cases, clients sometimes choose to undertake a Total Wealth Planning Project.

This is a series of deeper planning sessions designed to build a complete life-first financial plan.

Investment: from £2,645

There is no obligation — the Second Brain Session stands entirely on its own.

Who This Is For

This session tends to suit people who:

• normally manage their own finances

• are capable but facing a complex decision

• want a second set of experienced eyes

• prefer collaboration rather than delegation

• value clarity more than sales advice

Many clients are professionals approaching retirement, business owners, or independent investors navigating change.

Investment

£297 — one-time session

Includes:

• 90-minute private strategy conversation

• independent thinking and professional judgement

• written summary and next-step guidance

You don’t always need a financial adviser.

Sometimes you simply need another mind in the room.

That is what the Second Brain Session provides.

For further details, visit www.totalwealthplanner.com.