Wise-MOM Talk

No date this Valentine's Day? Say no more! 😉

Personal finance is a process, and it helps to have a professional, knowledgeable, and empathic partner who can help you achieve your goals.

Tara date! ❤️

"𝗧𝗵𝗲 𝗣𝗼𝗰𝗸𝗲𝘁𝘀 𝗧𝗵𝗲𝗼𝗿𝘆"

If nagiipon ka let us say P5,000 monthly, try natin ilagay yan sa 2 pockets..

𝗟𝗲𝗳𝘁 𝗽𝗼𝗰𝗸𝗲𝘁 - 3,000 alloted for Savings, Emergency Fund, Short term saving goals.

𝗥𝗶𝗴𝗵𝘁 𝗽𝗼𝗰𝗸𝗲𝘁 - 2,000 alloted for Life or Health Insurance, income protection critical illness benefit, hospital income benefit, investment benefit.

Imagine, if you only have one pocket na 5,000 monthly savings, kapag nagkasakit ka ubos ang 5,000 diba? Madalas Kulang pa..

Whereas if you have 2 pockets na pwdeng pag kunan.. at your P5,000 pwede ka kumuha either SAVINGS FUND mo or sa LIFE INSURANCE.

𝙉𝙖𝙬𝙖𝙡𝙖𝙣 𝙠𝙖 𝙗𝙖 𝙣𝙜 𝙥𝙚𝙧𝙖? 𝙃𝙄𝙉𝘿𝙄

Hinati mo lang 5,000 mo, pero once na there will be an emergency, marami kang pagkukunan. Maximize your money. Your family and your future self will be protected when the unexpected time comes.

That’s the value of financial literacy

Want to check a personal policy for you?
Send me a direct message. 📩

Ctto