The Insurance Clarity Kit
Guide and checklist
A practical checklist for smarter decisions on health, life, vehicle and home insurance.
My Personal Wealth Planner
Know your numbers. Plan your goals. Track your progress.
Most people keep their financial life in their head, in apps and in scattered documents. The planner brings it together: what you earn, spend, own and owe, what you are working towards, and what to do next.
By Rama Rajesh (writing as Ramma Rajessh)
Who it is for
- Anyone who wants a single, organised view of their finances.
- Couples planning goals together.
- People preparing for a conversation with a financial professional.
Problems it addresses
- Not knowing your net worth or monthly surplus.
- Goals with no amounts or dates attached.
- Too many priorities and no order to follow.
What you will learn
- A complete list of income, expenses, assets and liabilities.
- Goals written with amounts, timelines and priority.
- A short action list for the next few months.
What is included
- Explanation guide (ebook)
- Goal-based Excel planning template
A personal finance planner and goal-planning template
My Personal Wealth Planner is a personal finance planner with an Excel template that helps you know your numbers, plan your goals and track your progress. It brings together income, expenses, assets, liabilities, net worth and financial goals in one place.
It is ideal for couples planning together, professionals preparing a family budget, and anyone who wants a goal-based financial plan before speaking to a financial professional.
Questions
How do I buy and receive the product?
Click the buy button to pay securely through Razorpay. If you have any trouble receiving your purchase, contact us by email or WhatsApp with your payment details and we will help.
Is this financial advice?
No. This is an educational product. It helps you understand and organise your finances. It does not recommend specific products for your situation.
Can I share the files?
The product is licensed for your personal use. Please see the terms and conditions for copyright and usage details.
Purchases are covered by the terms and conditions, including the refund policy for digital products.
Questions before you buy?
Not sure whether My Personal Wealth Planner is right for you? Send a question and you will get a reply.
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