Planning Circle
The monthly financial planning club for SEND parents and carers. Build your own financial security while creating a secure future for the person you care for.
What’s included in Planning Circle
🎥 A live financial planning workshop every month
Join me each month to work on a different part of your family’s financial future, including your own. You’ll have expert guidance, practical actions and a reason to keep making progress with your plan.
Topics include wills and trusts, pensions, protection, savings and investing. Every workshop is recorded, so you can catch up or watch again whenever it suits you.
▶️ Start here: Creating Your Family Financial Plan
Our first workshop introduces the Planning Circle framework. Use the accompanying workbook to see what’s in place, identify what’s missing and choose your next three priorities.
❓ Questions and answers
Use the Q&A facility to ask questions about the topics we cover and get clarification as you work through your plan.
📚 Plus access to all eight courses
Work through the topics that matter to your family at your own pace. These courses would cost £143.92 if bought individually, and they’re all included:
✓ Your Special Needs Planning Roadmap — usually £49.99
✓ One Hour to Clarity — usually £14.99
✓ Wills & Trusts — usually £19.99
✓ Transition to Adulthood — usually £19.99
✓ Protecting Your Family — usually £19.99
✓ Siblings & SEND — usually £6.99
✓ Savings & SEND — usually £4.99
✓ Grandparents & SEND — usually £6.99
🎁 Your member bonuses
✓ Documenting Your Special Needs Plan
✓ Folder organisation video
✓ Planning workbook and monthly score tracker
✓ Money & Benefits Guide
✓ Supporting resources from the workshops
💬 A private community
Share ideas and compare notes with other SEND parents and carers.
🧡 Your monthly workshop, replays, Q&A facility, all eight courses and member bonuses are included in your Planning Circle club membership. Access continues while you’re a member.