A personal plan.
Built with you, in two hours.
Three structured steps. One outcome — a printable plan that turns your salary into goals, milestones and a personal freedom date. Reach out on LinkedIn or Instagram to lock your slot.
Arun — Founder, The Planned Life. 10+ years of practising the exact plan he teaches.
Book Your 1-to-1 Financial Planning Consultation
Get a personalised financial plan designed for your life goals and financial freedom journey.
- 2 Hour 1-to-1 Consultation Session
- 1 FREE Review Session after 30 Days
- Detailed PDF Financial Plan
- 90 Days FREE Access to Plan Dashboard
Google Calendar will show only real-time available slots.
2-hour session + 30-day review + dashboard access
- Secure payment via Razorpay
- Google Meet + invite emailed automatically
Three steps. Built so nothing gets lost between conversation and execution.
Analyse & fill the form
Before our call, you fill a structured intake form — income, expenses, EMIs, existing investments, life goals. This gives me a clear baseline of your finances.
2-hour live online discussion
We build your plan together — list every life goal with target year and amount, calculate monthly SIP needed, project salary growth, allocate new expense limits (target: cut by 10%/month), tackle EMIs, and design your freedom plan.
1-month review & fine-tune
After 30 days of execution we meet again — review actuals vs plan, adjust SIPs, lock in the monthly tracker so every goal and the freedom plan stays on rails.
What your plan looks like, after the 2-hour session.
Every plan ships with these four artefacts — yours to keep, edit and execute month after month.
- InvestmentsSIP + step-up40%
- EssentialsRent · food · bills30%
- WantsLifestyle · travel15%
- EmergencyLiquid buffer10%
- InsuranceHealth + term5%
- ₹15,000 SIP into Goal A — 1st of month
- Cut dining-out budget by 10%
- Move ₹5K to emergency fund
- Pre-pay car EMI by ₹3K
A complete plan — not advice, a system.
Every output below is yours to keep, edit and execute. The plan is personal, structured, and reviewable.
- Goal sheet — every life goal with target year, amount and monthly SIP
- Salary projection over the next 10 years
- Monthly expense limits with a 10%-per-month reduction target
- EMI close-out strategy for existing loans
- Personal financial freedom number and step plan
- Monthly tracker template for self-monitoring
Reach out — and lock your 2-hour session.
Connect on LinkedIn or Instagram. I'll reply within 24 hours with the intake form and three time-slot options.