Most financial planning starts with a spreadsheet. This starts with a question: what do you actually want your life to look like — and is your money currently helping you get there, or quietly getting in the way?

I'm one of a small number of advisers globally trained and qualified to deliver the Kinder Institute's EVOKE method — a process that's helped thousands of people worldwide get real clarity on what they want from their lives, before a single investment decision gets made. Going through the process myself changed my own life; it's the reason I do this work at all.

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What EVOKE actually involves

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EVOKE stands for Exploration, Vision, Obstacles, Knowledge, and Execution. In practice, it means:

Exploration — uncovering what genuinely matters to you, often for the first time in a structured way
Vision — building a clear, vivid picture of the life you're working towards
Obstacles — being honest about what's actually standing in the way, financial or otherwise
Knowledge — bringing in the technical financial expertise to close the gap
Execution — turning all of that into a concrete, actionable plan

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What it looks like in practice

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The process is more intensive than coaching, and takes around 10 hours of meetings together. I recommend doing this in person where possible — at your home, in London, or another place of your choosing. It can be done remotely as Covid showed but I think this is more powerful if we are in each others presence.  If you'd like to combine it with something more immersive, I also can run a single EVOKE planning week in Italy each summer for clients who want the space and distance to think properly.

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I think the work is most valuable if you are in a committed relationship. Couples work requires high levels of skill and training and I am one of 700 people globally, trained to deliver this framework. 

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What it costs

EVOKE Financial Life Planning costs between £3,000 and £5,000, depending on complexity. It's a meaningful investment — but I reduce your ongoing investment planning charges afterwards, because once the plan and the clarity are in place, the rest becomes far more straightforward. The value isn't really in the plan itself so much as the roadmap and clarity it gives you for the rest of your life. If this would happen Abruzzo then the costs are higher as it will include hotels, food and transport. You need to arrange your own flights.

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Is this different from financial coaching?

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Yes — coaching is lighter-touch, more flexible, and focused on day-to-day habits and behaviours. Financial Life Planning is the deeper, more intensive process for people who want to properly reset their relationship with money and their vision for their life. If you're not sure which is right for you, that's exactly what our first conversation is for.