Essential Life Planning
Create your ideal life now

Essential Life and financial planning:
Create wealth in every area of your life.
Even if you have tried to change your life before and failed

Essential Life planning will help clarify what you want in life and how to get it so you can achieve more of what’s important to you.

Is your current situation leading to the future you want?

The challenge many of us have in life planning

  • Setting and achieving long-term goals is complicated and fraught with distractions
  • Possibly you are going through a mid life slump and wondering what is next
  • Maybe your tired of your current day to day life and would like to see and feel radical transformation
  • Perhaps you have lacked the confidence to make changes before because you dont know where to start. 
  • Potentially you are now ready to make a real investment in your life and financial future

Maybe your tired of always worrying about money and want to make a change for the better now

Possibly your struggling with debt and how to manage the money you have

Potentially if you don’t make serious changes now you will never be able to retire

Perhaps you have drifted into a mid life slump and have no idea how to get out of it 

Life and money can be confusing with endless options and distractions. 

Wouldn’t it be great if you could have a map or guide to help you through the maze, avoid the big mistakes, distractions and make real progress towards your ideal life. 

If you want to achieve wealth in every area of your life you’re going to need a plan, vehicle or solution to get you there.  

Your Bright Future awaits (but only if you take action)

Picture this – you have created all the money you will ever need to live the lifestyle you have always wanted

Imagine what it would be like not worrying about money any more because you have a clear vision, belief and action plan to get what you want. 

What if you were able to make work optional far sooner than you thought possible

If these sound appealing then you would probably agree you need a vehicle, solution or process to get you there. 

Keep reading to hear how it works and what transformation you will see in your finances and life

Making change happen
even when you feel you have tried everything already

If your going to make a big change happen in your life your likely to agree you need a vehicle, solution or process to make that happen.

It all starts with a great plan.

To move from where your are to where you want to be. 

Your going to need a GAME Plan to identify what you want in life, how move towards what you want, what resources you have and might need and then how to make it all happen. 

And someone to support, guide and challenge you on the way. 

You need your own GAME Plan design just for you. 


G.A.M.E plan
FInancial Life planning process

Each session and client is different but by using The G.A.M.E PLAN process together we are able to create wealth in every area of your life

Financial coaching


GOALs: Exploring lifestyle goals

What would you really like to do with your life, now and in the future? Would you like to travel, start a family, buy a house, change career and ultimately make work optional? What role will money play in these goals?

What would you like your money to achieve for you? 


ACTIONS: What needs to happen

What daily, weekly and yearly habits or actions need to happen to reach your goals? What obstacles will you meet on the way and how can you overcome them?

Financial coaching
Financial coaching


MEANS: What resources do you have and need

What could you do to get to where you want to be? 

Could you create another income with your own business plan? 

Could your money be working harder for you? Are you able to cope with any bumps in the road? 

Are you using your money to get the maximum return on life? 


Execution: Create your ideal life

What do you love doing? What do you have skills and experience in? What will people pay you for?

What does the world need that you have discovered or have a new angle on? 

Lets make it happen.

With our guidance THE G.A.M.E PLAN is going to give you the actions, means and execution you need to make informed choices and reach your life goals. Supporting, guiding and inspiring you. 

THE G.A.M.E PLAN is for you if you want to:

  • Dream big, plan and achieve amazing things in your life. 
  • Take action on creating wealth in every area of your life
  • Improve your knowledge, mindset and behaviours around money and personal growth
  • Align your finances with your values and lifestyle goals
  • Design a plan to guide you through your life choices and prevent your life drifting any further. 
  • Secure your and your loved ones future by creating financial assets
  • Always have enough money, reduce your risks, get organised, achieve and or maintain your desired lifestyle. 
  • Make a serious investment in reaching your best life yet

What you will get:

Dedicated time to look into your life and financial goals in a safe, confidential and relaxed environment.

Life and financial planning will help you

Make more money

Optimise your savings and investments 

Increase your earning potential by figuring out what needs to change in your current skills.

Helping you create additional sources of income from your skills and experience 

Save more money

Avoid the big money mistakes.

Manage your money better preventing leaks and finding better deals

Managing the tax you pay

Avoiding costly distractions

Save more time

A clear plan to achieve what’s important to you in as short a time as possible

Help you to prioritise what really matters to you. 

Stop doing these things 

Worrying about money.

Anxious about the future and a lack of clarity what to do next. 

Afraid that you will never achieve great things.

Spending all your time thinking about what could have been, if only I had tried…….

Eliminate the pain of

Life’s drift and the feeling that time is running out

Managing your life, career and money challenges

Decision fatigue and procrastination around the important things in life

Eliminate the mental pain

Sleepless nights worrying about what should I do next or where will I find the money from. 

Anxiety about how you will ever achieve and afford the life you want

How you will ever pay off your debts or save towards your goals

How to achieve your goals

Feeling more relaxed  

Having a clear life and financial plan in place

Boosting your confidence, knowledge, mindset and behaviours to reach your goals.

Helping you identify ways to capitalise on your strengths and manage your weaknesses.

Simplifying your life by

Helping you discover what’s holding you back and find the motivation to move forward

Clarify your life priorities.

Aid you in creating processes and structures to reach your goals.

Keeping you focused and on track.

Feeling healthier and more alive

Able to concentrate on the good things in life now that your life and money has been planned.

Get on with the things that make you feel alive

Achieve more of what’s important for you now that you are clear on your life priorities.

Find balance in your life.  

Spending more time with friends and family

Helping you have a more considered work-life balance.

Visibly more confident and relaxed about your life and finances.

Able to show your friends the changes in your life as you begin to tick off your bucket list of goals.  

Becoming your own financial ally to make better life and financial decisions.

What areas do we cover:

What’s your big dream? Figuring out what’s important to you and what’s in your way. So that you can achieve more of what’s important to you. Meaning that you feel more alive and satisfied with your life. 

Reducing confusion and anxiety giving you clarity on what to do next in life and money. 

Life and Money management. How to manage your time and money the simple way freeing up more of your time for the fun things in life.  

How to grow your net worth. Create and manage your wealth the easy way so that you can get on with the more important things in life.  

How much is enough? Figure out how much is enough. So that you can get on with creating and reaching it making work optional asap.

Avoiding disaster and reducing stress. How to protect yourself from bumps in the road, build an emergency fund and prepare for when things go wrong.

Life and money mindset: Clarifying the habits and beliefs that are helping you and reframing those that are not. So that you become your greatest ally and champion.

Investing for your future. Figuring out where and how you can invest in yourself, your family and your finances to build a strong life and financial foundation. 

Creating assets. Exploring what skills, hobbies or interests you have that could create an income source or side hustle so that you can speed up your journey to your ideal life and financial freedom.  

How to retire early or make work optional. What routes could you take to create a work optional life. 

What will be your outcome?

Through the life and financial planning process, you will gain

a clear plan how to reach your most important goals, 

Reduced stress and anxiety around life and money 

Better time and money management techniques and behaviours

Wealth building habits that will keep compounding for years to come. 

Leading to a Happy life. 

A bright future awaits.


Discovery call

First of all we have a free 30 minute discovery call. This is to see where you are right now and where your trying to get to. It’s also a chance for us to see if we are the right fit and if we can help you with what you need. Click below if you haven’t already set up a meeting with us. 

Are you tired of drifting? Would you like to achieve more of what’s important to you?

Have you ever wanted to be financially free?

You could starting making progress on all of these with just a phone call! 

Life and Financial Planning is for you if:

  • You’re tired of treading water and being broke.  
  • Confused by how best to manage your life and money. 
  • Frustrated by your lack of progress towards important goals. 
  • Want to start investing for your future but don’t know where to start or are afraid of making the big mistake
  • Would like to feel confident about your life and money management skills and where you are heading
  • Want to look forward to a bright life and financial future for you and your loves ones 
money coaching uk
I should probably take action now?

Its not for everyone though

Its not for you if you;

You want to be spoon fed information and not take action yourself!

You want to talk about products all the time and just be sold something 

You want someone else to make all the decisions for you. 

You don’t want any growth or change in your life, you want to stay right where you are

You don’t want to be challenged on how to make the most of your life now and in the future. 

How we will work together

  • Life and financial planning is a process to take you from where you are to where you want to be. It is a collaborative transformative process, supporting, guiding and challenging you to reach your goals. 
  • We start with a 30 minute discovery session to see what you are looking for and if we are a good fit.
  • From there you can decide to have a 1 off or series of sessions to get your life and finances in order, having the skills to manage them going forward. 
  • If you go for the one off session this will be more an overview of where you are now and a few key things you can take away to strengthen your finances right now. 
  • There may be planning and coaching session worksheets or reading to complete before and after each session to help cement your financial transformation. 
  • Sessions can be spaced out twice weekly or monthly to suit you. 

No matter where you are with your life and money you should never feel like you have no options

What you will get from the life and financial planning process

A clear plan how to achieve your most important goals

The quickest route to your ideal life and financial situation 

A clear road map to overcome your internal and external challenges and roadblocks

What amount of money or income will make work optional for you. 

A business plan of you to create the wealth you need to achieve what matters most to you. 

A financial ally to help you stay financially fit, avoid the big mistakes and always have enough money. 

You have absolutely nothing to lose and everything to gain by planning the life you really want. 

 Transformational change in your life and money is only a call away.  

Choose and time on the contact form below so you can get your life and finances on the right track.

Still not convinced

Then I guess you have 3 options 

1. Carry on the way you have always been carrying on and continue to get what you have always got

2. Wait for your luck to change (but luck is not a plan)


3. Set up a free call and see what life and financial transformation looks like

With life and financial planning you will avoid many of life’s dead ends and poor decisions .

The planning process will help you overcome roadblocks, answering many of the questions that are holding you back.

What are you waiting for? 

If you don't design your own life plan, chances are you'll fall into someone else's plan. And guess what they have planned for you? Not much.

121 Financial coaching

Your own GAME PLAN designed for you

121 Financial Coaching

Take back control of your money
£ 125 Per session
  • Get a better return on your money
  • Get financially organised
  • Understand how much is enough
  • Avoid the big financial mistakes
  • Make a plan to never run out of money
  • First session is £49
  • 60 minute sessions
  • Email contact and learning exercises between sessions

Your own GAME PLAN

Build the life you have always wanted
£ 895 - 1195 Life and money changing package
  • Get a better return on your life and money
  • Life and financial road map to create wealth in every area of your life
  • A step by step plan to achieve your most important goals
  • A business plan of you detailing how to turn that passion into an income source
  • A block buster road map to overcome all your obstacles
  • Time to discover what your good at, what you like doing, what the world needs and what you can get paid for.
  • A minimum of 6 x 90 minute sessions
  • Email contact and learning exercises between sessions
Best Value
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How to get started

Set up your call to get you started on your life and financial freedom journey.

Or by email: Alan@financiallyhappy(dot)ltd