Life Planning
If you're outwardly successful but feel inwardly stuck, you're not alone. Many of our clients have achieved financial security — but still feel something’s missing. Perhaps you’ve reached a turning point. Or maybe you’ve just started to wonder if the life you’re living is really the one you want. Whatever brings you here, Life Planning helps you step back, reflect deeply, and build a future that’s truly yours. Scroll down to find out more.
Finding Your Purpose
Something’s Off — But You Can’t Quite Name It
At some point, many of us find ourselves feeling disconnected from our true purpose. Perhaps you’re successful on the surface—good job, nice house, financial stability—but still feel unfulfilled. Or maybe life has thrown you a curveball: a significant loss, a career change, or a personal crisis that’s left you questioning your next steps.
It’s not uncommon to:
- Feel overwhelmed by financial responsibilities and unsure how to move forward.
- Appear to be thriving outwardly while feeling disconnected or unfulfilled within.
- Have the means but lack clarity on how to use money in ways that reflect your values.
- Achieve goals but sense you’re busy without a deeper sense of purpose.
You Might Find Yourself Thinking...
💬 “I’ve worked hard, but I don’t feel free.”
💬 “I’m financially OK — so why do I feel so directionless?”
💬 “I don’t know what I want from life anymore.”
💬 “I’ve been reacting to life, not living it on purpose.”
These thoughts aren’t failures. They’re invitations to pause, reflect, and course-correct.
Our Solution
Life Planning Process
Our Life Planning service, using the EVOKE® model developed by the Kinder Institute of Life Planning, is here to help you gain clarity, direction, and confidence in how to live with intention. We begin with a no-obligation discovery call, and if it feels like the right fit, we’ll guide you through three deeply reflective and structured sessions. You’ll walk away with clarity, a written plan, and a renewed sense of direction.
How It Works:
Discovery Call (Free)
A 30–60 minute call to explore your goals and ensure the service is right for you.
Three Life Planning Sessions (Total: 10 Hours)
- Explore Meeting (2.5 hours)
Reflect on your life’s story, values, and purpose. Uncover the dreams that may have been buried under busyness or obligation. - Vision Meeting (2.5 hours)
Define your ideal life and articulate the changes that matter most. We begin shaping a plan around what you truly want. - Obstacles & Knowledge Meeting (2.5 hours)
Bring in your financial picture. We reconcile your vision with reality, helping you clear roadblocks and identify next steps.
What You Get
✅ A Life Plan
A written Life Plan — clearly outlining your values and vision, helping you live with intention and confidence in every area of your life.
✅ Cashflow Forecast
A tailored cashflow forecast, showing how your financial life can support the changes you seek (e.g. career shifts, relocation, early retirement)
✅ Confidence & Clarity
You leave the process with the confidence that your financial decisions are aligned with the life you actually want.
✅ Optional Support
After completing the Life Plan, you may opt for follow-up coaching, to help you stay accountable and keep momentum
Why Choose Our Life Planning Service?
✔ It’s Structured, Not Fluffy
We use a clear, evidence-based process rooted in life coaching, behavioural psychology, and financial strategy.
✔ It’s Deeply Personal
We don’t impose a vision — we help you uncover the one you already have within.
✔ It’s Led by Experts Who Get It
You’ll work with a registered Life Planner and Certified Financial Planner who understands both emotional insight and financial complexity.
✔ It’s More Than a Session — It’s a Turning Point
Most clients say this was one of the most transformative experiences of their lives.
Our Pricing
How Much Does It Cost?
We keep our pricing transparent and simple.
Life Plan (Standalone) – £2,495 which includes:
- Three structured sessions (10 hours total)
- A comprehensive written Life Plan
- Cashflow forecasting
Optional check-in coaching: £250/hour
Optional Add-On: Full Financial Planning
If you choose to progress with our full financial planning service, we’ll deduct the Life Planning fee from the total. You only pay the difference.
FAQs
What is EVOKE® Life Planning?
It’s a structured coaching model created by the Kinder Institute to help people align their financial decisions with their values and life goals.
Is this a regulated financial service?
No — Life Planning is a coaching-led service. However, if you choose to proceed into regulated financial advice, we offer this as an optional follow-on service.
Can this work if I already have a financial adviser?
Yes. Many clients use this as a values-alignment exercise and continue working with their existing advisers to execute the financial plan.
Start Your Journey Today
If you’re ready to break free from living on autopilot, and start making decisions that align with your values, it all starts with one call.
You don’t need all the answers. You just need to take the first step.
Book a discovery consultation and let’s map your life plan together.
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Transform Financial Planning (FP) is a trading style of Bridge Investments Partners Ltd. Bridge Investments Partners Ltd is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register https://register.fca.org.uk/ under reference no. 608975.
Registered in Scotland. Company Number: SC456760. Registered Address: 19 Monktonhall Place, Musselburgh, Scotland, EH21 6RR.
The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. Regulations, levels and bases of taxation are subject to change. The value of your investment can go down as well as up and you may not get back the full amount you invested.
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Making a Complaint
If you wish to register a complaint, please email hello@transformfp.com or write to us at Transform FP, Compliance Officer, 129-131 Comely Bank Road, Edinburgh, EH4 1BH UK, or telephone us on 0131 315 222.
A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request. If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4567.
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