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Client Feedback

- 100% of my clients would recommend "My Financial Plan" service to their friends and family

- 100% of my clients say the
financial planning exercise is comprehensive

- 100% of my clients think the financial plan would help them plan their finances well and achieve their financial goals

- 100% of my clients think the
financial plan is practically implementable

- 80% of my clients did not
feel the need to talk to me over the phone during the financial planning exercise

- 70% of my clients
rated their overall experience with "My Financial Plan" as "excellent", 30% as "very good"

Read "Client Testimonials" for more details

Available Discounts

Although the "My Financial Plan" service is already priced very reasonably, there are some further discounts available for it.

(Check out "Pricing and Payment" for the pricing details)

Discount for referring new clients

This discount is available to existing clients.

If you are a client for the "My Financial Plan" service, and someone you refer becomes a new client for this service, you would get a 20% discount on the yearly monitoring fee for the next year.

Moreover, this discount is cumulative - this means that if you refer 3 new clients, you would get a 60% discount.

And if you refer just 5 new clients, you would get your next year completely free!

(If you want to refer people to the "My Financial Plan" service and earn a fee for it, please visit "Become a Partner / Affiliate" for more details)

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Purchase financial planning service now

For any query, please write to me at

(Do check out the Frequently Asked Questions first, though)

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