Do-It-Yourself Financial Planning
We handhold you so that you make wise decisions for yourself and your family
STEP 1
Watch online personal finance video
Fill out associated excel files
STEP 2
Signup for our Review Service
STEP 3
We review your files and ask any questions about any gaps if required.
We share the revised files for your review.
Step 4
You can ask any question related to your personal finance for 1 month from the date of signing up.