“Start delivering lifestyle financial planning using a structured step by step proven process”

Learn how to deliver lifestyle financial planning with the PlanHappy Academy.

What is PlanHappy Lifestyle Financial Planning?

A step-by-step methodology for delivering amazing lifestyle financial planning to clients.

Developed over 20 years within a successful IFA business, PlanHappy Lifestyle Financial Planning is a proven process showing you HOW to deliver lifestyle financial planning. That’s because asking great questions is just the start, let’s teach you what you need to do with the answers.

A proven process that delivers better outcomes for clients and a profitable, sustainable business for you.

Developed and proven within an existing IFA business


Provides a sustainable ongoing business

Better outcomes for clients


Less reliance on fees and products

The PlanHappy Client Journey

A clear 7-step process

The PlanHappy process is made up of distinct meeting types that form the client journey.

It all starts with a Site Survey, followed by Design Coaching, Outline Sketch, Working Plan, Build, Protection Survey and finally Update & Improve.

Find out more about each meeting type and see how they fit together by downloading the client journey map.

Interested? Get in touch.

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