Success isn’t your problem, it's how you should use it.
This is a 75-day experience to step back, get clear, and align your life, money and freedom. So the next decade becomes your best yet.
Thisis for people quietly asking: What’s next for us?
Not just financially but for your life and your family.
Clarity. Alignment. Permission to live well now.
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Three strategic sessions
- Step back fully to reconnect with what really matters.
- Define your true values, vision and what ‘great’ really looks like for you.
- No spreadsheets just thinking, space and life clarity.
- Understand your cashflow.
- Test real-life scenarios.
- Calculate your Freedom Number.
- Understand exactly how your money can support the life you want.
- A Clear Action Plan & Next Steps.
- Align your overall wealth strategy, structure and smart tax planning.
- Leave with your Work to Live Manifesto a bold, practical guide for living well now and a secure future.
This is more than a financial plan. It’s a reset for how you live, decide, and move forward.
Please note: Analysis of pensions, ISAs and investments is available as an optional add-on once your plan is complete so we only dive into products once we’re clear on your goals, plan and strategy.
The AlignedLife Plan isn’t mass-market advice or by-the-numbers planning. It’s a bespoke, highly personal experience - designed to help you align your life, wealth and purpose.
This is about working closely with the right people, those who are open, thoughtful and ready to take a fresh look at how their wealth, life and purpose align.
If you’re ready for that kind of experience, we’d love to explore whether it’s the right moment for your reset.
Due to the deep, personalised nature of the AlignedLife Plan, spaces are strictly limited to ensure each client receives the highest level of attention and care.
We only take on clients who are a great fit. That way, we can give each person the attention, energy and strategic focus they deserve.
Once your AlignedLife Plan is complete, you’ll have the option to move into specific advice & implementation work if required. This is for clients who want expert advice and hands-on support with pensions, ISAs, investments and more.
Fees typically range from £2,750 to £3,500 (3-4 pensions)
Complex cases ranging from £4,000 to £5,000. (multiple schemes, legacy products, added admin)
Includes: Review, recommendation, provider selection, paperwork and implementation
VCTs / EIS / Trust advice: From £5,000
Fee based on scope, structure, and due diligence required. Only offered to clients with appropriate experience and appetite
Your life will change. Your strategy should evolve with it. To keep your RealignedLife Plan on track, you can choose to continue working together through one of our ongoing service tiers.
Ongoing support is tailored to how much involvement and support you want, not how much money you invest. We focus on alignment, life & wealth strategy and structure. Investment management is optional, available at a fixed fee where needed.
Perfect for clients who want to maintain alignment while taking a more hands-off approach between annual reviews.
Pricing based on complexity. All fees agreed.
Recommended for clients with evolving financial situations who benefit from more regular strategic reviews and adjustments.
Not everyone wants to actively manage their investments. But if you’d rather outsource the oversight, we offer a clear, fixed-fee service designed to keep your portfolio aligned without the noise of chasing returns.
Our investment oversight isn't about chasing performance. It's about making sure your portfolio remains aligned with your goals, tax-efficient, and strategically structured.
Book a Free Clarity Call or take the Work to Live Scorecard to see if it’s the right time for your AlignedLife.
Work to Live AlignedLife ScorecardWant to explore if it’s right for you? Book a Free Clarity Call.
