Skip Skip LoginSkip Client Feedback

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

Why should you choose your financial planner carefully?

Choosing the right financial planner is the most important decision you are going to make in your life's financial journey. Therefore, it is very important that you choose your financial planner wisely.

Here are the three primary reasons.


Your financial plan is a strategic plan, a blueprint

Your financial plan is the very important first step in your life's financial journey. It would act as a blueprint that you would follow in order to achieve and maintain good financial health.

This is the plan that would assist you achieve your financial goals. This is the plan that would help you have a comfortable retirement.

Therefore, you must get it right. And you need to have the right financial planner for this.

Apart from the preparation of the financial plan, you also need to continuously assess your progress, and need to make changes if needed. (Check out “After the initial financial plan” for more on this). This also requires a good financial planner.


You can not evaluate performance in the short term

As we saw, a financial plan is a long term, strategic document. And the results achieved from it also take a long time to fructify.

Thus, the effectiveness of your financial planner's advice can be measured only after, say, 7-10 years. If your planner is not good, it is too late to fire him!

Therefore, it makes sense to choose your financial planner very carefully. Choose someone who has a proven track record of helping people, and whom you can trust for your financial stability.


You would be revealing everything about your finances

To prepare a financial plan, your financial planner would need to know everything about your finances.

He would need to know everything about your income, your expenses, your assets, your investments, your loans, etc. In a nutshell, you would be disclosing everything financial in front of him. (Please read "Information needed from you" to know more about this)

Considering the fact that most of us don't like to disclose our financial information in front of others, it becomes very important that the person who is going to know everything about your finances is trustworthy.


See why should you get your financial planning done using "My Financial Plan"


Order now

Purchase financial planning service now

For any query, please write to me at myplan@raagvamdatt.com

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

Skip Interested But Can't Buy "My Financial Plan" Now?

Interested But Can't Buy "My Financial Plan" Now?

Leave your name and email address, and I will remind you in 15 days! (No spam, I promise)
Skip Latest from RaagVamdatt.com