Holistic Wealth Planning: A Flexible Career for Today’s Parents

Balancing a career with raising a family has always been a challenge, but for holistic wealth planners, the solution lies in flexibility and scalability. This isn’t your typical 9-to-5 office job. There’s no daily commute to the city, no rigid schedule to dictate your life. Instead, holistic wealth planning offers a work-from-anywhere lifestyle, making it the ideal career for parents who need to manage both professional ambitions and family responsibilities.

A Career That Works Around Your Life

One of the biggest advantages of being a holistic wealth planner is the ability to control your schedule. Need to drop the kids off at school or attend a mid-morning sports day? No problem. Your business adapts to you, not the other way around. This level of flexibility is a game changer, especially for parents juggling childcare and work commitments. Unlike many traditional careers, where the pressure to “show up” can create unnecessary stress, holistic wealth planning encourages you to integrate your personal and professional life seamlessly.

Scale Your Business, Not Just Your Hours

Another standout feature of holistic wealth planning is its scalability. In regulated financial advice, earning potential is often tied directly to the number of client meetings you can cram into your week. With holistic wealth planning, you have the freedom to explore other avenues—like “Done With You” and “Done By You” services—that enable you to scale your business far beyond one-to-one interactions. This means you can create resources, courses, or tools that generate income while you’re spending time with your family or even while you sleep.

Earnings Without Limits

Many holistic wealth planners earn on a par with regulated advisers—and for some, even more. But here’s the difference: there’s no ceiling. Whether it’s through subscription models, group workshops, or automated courses, your income isn’t confined to the hours you work. This opens the door to true financial freedom, letting you focus on what matters most in life, whether that’s your children, your hobbies, or your well-deserved downtime.

Why This Career is Perfect for Parents

The reality of being a working parent is often fraught with guilt and frustration. Nursery runs, unexpected sick days, and school holidays can make even the most organised parent feel overwhelmed. But as a holistic wealth planner, these moments become easier to manage. You can work from home, take meetings online, and adjust your workload to fit your family’s needs.

This career also offers something unique: relatability. Many clients—parents themselves—value the life experience and empathy that a parent-turned-planner brings. They see you not just as a professional but as someone who truly understands the complexities of balancing life and finances.

Breaking Down Barriers

The financial planning industry has long struggled to retain parents, particularly mothers, who often face a stark choice between career progression and family responsibilities. Holistic wealth planning breaks this mould by offering a solution that supports work-life balance and empowers parents to thrive professionally without compromising on their role at home.

A Path to Empowerment

Returning to work after having children can feel daunting, but this career offers a pathway that’s both achievable and fulfilling. It lets you retain your identity, grow your professional skills, and make a meaningful impact on clients’ lives—all while enjoying the freedom to be present for your family.

For those looking to re-enter the workforce, holistic wealth planning is more than a career—it’s a lifestyle that works for you, not against you. So why settle for a job that makes you choose between success and family? With holistic wealth planning, you can have both.

Are you ready to explore this rewarding career path? The Academy of Life Planning is here to guide you every step of the way. Whether you’re new to planning or transitioning from a regulated role, we’ll help you build a flexible, scalable business that supports the life you want. Let’s create a better future—together.

Q&A: A Flexible Career as a Holistic Wealth Planner

Q: What is holistic wealth planning, and how is it different from regulated financial advice? A: Holistic wealth planning focuses on creating comprehensive, personalised strategies to help individuals align their finances with their life goals. Unlike regulated financial advice, which often centres on selling financial products, holistic planning takes a broader approach, incorporating human capital, life planning, and personal values. This means you’re not limited to one-on-one meetings or restricted by regulatory compliance, giving you more freedom to support your clients in meaningful ways while scaling your business.

Q: How does holistic wealth planning support work-life balance? A: Holistic wealth planning is a work-from-anywhere career, designed to fit around your life—not the other way around. You set your schedule, which means you can work during school hours, take time off for family commitments, or even work part-time if needed. The flexibility allows you to be present for your family while building a successful business.

Q: Is holistic wealth planning a good career for parents returning to work? A: Absolutely! This career is ideal for parents who need flexibility and scalability. You can balance childcare and work commitments without the stress of daily commutes or rigid schedules. Plus, your life experience as a parent is a valuable asset—clients often connect better with planners who understand the realities of balancing life and finances.

Q: Can I earn as much as a regulated financial adviser in holistic wealth planning? A: For most, earnings are on a par with those of regulated advisers, but the key difference is scalability. With holistic wealth planning, you’re not limited by the number of one-to-one meetings you can fit into a week. By leveraging scalable business models like group workshops, online courses, and subscription services, your income potential is unlimited—you can even earn while you sleep!

Q: What makes holistic wealth planning scalable? A: Holistic wealth planning allows you to explore “Done With You” (DWY) and “Done By You” (DBY) services. These models include creating resources like courses, tools, or group programmes that help clients achieve their goals with less hands-on involvement from you. This not only increases your income potential but also helps more people while freeing up your time.

Q: I’m nervous about starting my own business. Can I really make this work? A: It’s natural to feel nervous about stepping into something new, but with the right support, you absolutely can! The Academy of Life Planning is here to guide you, offering the tools, training, and community you need to build a thriving business. Plus, holistic wealth planning gives you the freedom to start small and grow at your own pace, making it a low-risk, high-reward opportunity.

Q: What skills do I need to succeed as a holistic wealth planner? A: Strong communication and empathy are key, as this career is all about understanding your clients and helping them align their finances with their life goals. Business skills like marketing and time management are also helpful, but don’t worry—you don’t need to have everything figured out. The Academy of Life Planning provides training and resources to help you develop the skills you need.

Q: How do I get started as a holistic wealth planner? A: Start by joining the Academy of Life Planning , where you’ll gain access to training, tools, and a supportive community of like-minded professionals. You’ll learn how to build a scalable business, create impactful client strategies, and grow your income—all while maintaining a flexible, family-friendly lifestyle.

Q: What support does the Academy of Life Planning offer? A: The Academy offers everything from foundational training to advanced business development strategies. You’ll receive access to tools and resources for running your business, as well as ongoing mentorship and a community of peers to support you on your journey. We’re here to help you succeed, every step of the way.

Q: What are the next steps to explore this career? A: Reach out to the Academy of Life Planning to learn more! Whether you’re returning to work after raising a family or transitioning from another career, we’re here to help you take the next step towards a fulfilling, flexible, and financially rewarding future. Let’s build your dream career—together!