The GAME Plan Report Template™

For use within Notion

📘 Client Profile & Introduction

Name:

Date:

Prepared by: Steve Conley, Planning My Life by the Academy of Life Planning

Welcome:

Welcome to your personalised GAME Plan. This is your roadmap to a life aligned with your values, purpose, and potential. The Academy of Life Planning empowers you to plan your life before you plan your money—and this report will help you do exactly that.

“It’s not what your money can do for you, but what it needs to do for you.”

Let’s plan your life, and then put the financial architecture to support it.

Further details can be found at www.planingmy.life.

🧭 G = GOALS (The Significant S.T.O.R.I.E.S. System™)

Purpose Statement

If we were to deliver your favourite future a few years from now, how would that be—and how would that feel?

The Significant S.T.O.R.I.E.S. System™

Step 1: Values – "Standards”

Step 2: What you’re good at – "Talents”