Financial Planning
Verified Service
FinLite - DIY Financial Planning Kit
Self-guided financial planning toolkit with templates and expert guidance for DIY approach.
Annual
What's Included
Goal Tracker (Excel Templates)
Budgeting & Expense Monitoring
Sample Tax Planning Workbook
Beginner's Investment Strategy eBook
Access to 1x CA/Planner Consultation (30 min)
Optional Add-On: Upgrade to full plan anytime
Who is this for?
Young professionals, first jobbers, or cost-conscious individuals who want guidance but are comfortable with self-execution