Work to Live Mastery – Realign Life & Wealth

Experience a transformative 90-day journey that aligns your financial goals with your life's true purpose. Discover the strategies and insights that will empower you to live a life of clarity and fulfillment.

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work to live financial planning

Clarity Conversations

Vision & Values

Design a life where money serves your purpose.

Strategic Design

This feature helps you clarify what matters most to you.

Wealth Strategy

Build a robust financial architecture tailored to your life goals.

Roadmap Reveal

Receive a detailed roadmap that guides your financial journey.

Who It’s For:

High achievers ready to step back, refocus, and realign their money with their life whether you’re approaching a pivot, exploring lifestyle changes, or feeling stuck in complexity.

Session 1: Vision & Values Mapping – Define what a truly great life looks like for you Session
2: Strategic Design – Align your priorities with meaningful financial direction and     create your Personal Compass Session
3: Wealth Strategy – Build the detailed financial architecture to support your goals Session
4: Roadmap Reveal – Receive your personalised Wealth Compass™ and confident next steps

Our Process

How We Help You Achieve Life & Wealth Alignment

🌅

Life Clarity & Vision

You’ll uncover what truly matters your values, purpose, and vision for a great life.
Outcome: Clarity on the life you want, and the path to get there.
💼

Bespoke Wealth Strategy

We’ll craft a personalised strategy to fund your life including cashflow forecasting, tax-efficient planning, and investment approach.
Outcome: A clear, confident plan to make your wealth work for you.
🧭

Your Wealth Compass™

A visual guide showing how your wealth aligns with your goals, where you’re strong, and what needs focus on.
Outcome: Strategic focus and peace of mind.
📜

Work to Live Manifesto™

A living document that brings together your life vision, wealth strategy, and personal roadmap. It’s your guide to staying aligned as life evolves.
Outcome: Not just a plan or a roadmap this is your personal manifesto for living the life you want, with wealth that works for you.
🔗

Full Life & Wealth Alignment

You’ll walk away with the confidence that your life and wealth are working together — not just for now, but for the future you want.
Outcome: True alignment, deeper fulfillment & freedom on your terms.

You’ll Walk Away With:

This program equips you with essential tools for personal and financial alignment. You'll gain clarity on your values and a roadmap tailored to your unique goals.

A deep understanding of what really matters in your life — and why
A personal compass for decision-making (Purpose, Time, Energy, Wealth)Financial clarity and confidence, backed by expert strategy
A values-aligned roadmap across pensions, tax, and investments Peace of mind knowing your money is working in service of your life — not the other way around
A be spoke Wealth Compass™ and personalised action plan Free strategic review of existing pensions, ISAs, investments & protection products.

Investment

£4,995 (fixed)

Product advice & implementation additional fees.
One fixed fee for clarity and alignment.

I highly recommend Ian if you’re looking for some financial advice. I’ve had a few financial advisors in the past but so glad we were referred to Ian who is definitely not your typical IFA and will no doubt remain ours for life.
Ian stood out because he really wanted to understand our goals in life and tailored the approach rather than just jumping straight into the bob standard money conversation.
I’ve come to really trust Ian and he is also a really nice bloke which makes all our interactions really good fun as well as productive.

Jon Senior Eexecutive,

I'd recommend Ian to anyonewho is seeking advice on financial planning. He has guided me through somechallenging times but what is constant is the sound advice he offers, tailoredto my specific circumstances because of the time Ian gives to understanding myneeds. He has balanced what me and my family need today while laying thefoundations to support us later.

Chris, Senior Executive

Ian isn’t in the business of selling financial products. He has the experience and capabilities to look at your whole financial picture and work with you to identify what you need in place to meet your aims. I believe this makes his approach relatively unique and sets him apart from most financial advisors. I run an SME and I am delighted to work with Ian as he provides a holistic view and delivers simplicity.

Ben, Business Owner

“My only regret? We should have got this advice 10 years earlier – it is really like seeing the future. I cannot recommend Ian highly enough, whether it is tax efficiencies or financial planning, or even just a chat to see if he is right for you, I would suggest getting in touch. He understands the value of trust and relationships, and confidence and has a practical, no-nonsense approach and this fits perfectly with hard working business owners.”

Caroline, Business owner,

Ready to take the first step towards your future goals?

Book a Clarity Call