“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.
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.