Smart Financial Goals

No.1 Relationship Goal is to secure your future with your partner.

Why? Para kapag bumuo na kayo ng pamilya ay ready kayo financially.

Di na po pwede ang basta mahal kita at basta kasama kita okay na ako. 😜🤭✌️

Kudos to all my couple clients na piniling isecure ang isa’t isa pati ang kanilang mga anak para sa magandang kinabukasan. Maraming Salamat my dear clients. 🤗

Ikaw! Yes ikaw. Sign na ito to sign up para sa Insurance and Investment Plan niyo ng love of your life mo. ❤️

Message me and I will guide you. 🙂

There is really nothing wrong on spending on ‘wants’ but when those spending are causing you to have a very unhealthy cash flow or worse, being in debt, it’s time to STOP.

How about investing in yourself? On learning? Is that a need or a want? Choose wisely! 🙂

Let your money work for YOU! 🙂

If the goal is to have your money anytime. Put it in the bank but never expect high returns kasi 0.125% lang interest sa bank. Ang purpose lang nito is incase need mo agad ng pera, pwde magwithdraw anytime.

If ang goal mo naman ay patubuin ang pera mo, ilagay mo sa investment (MP2, stocks, Mutual funds, crypto, Coop, REIT, VUL)

If ang goal mo naman ay to protect your money and assets, INCOME PROTECTION kunin mo. Kumuha ka ng Insurance para si insurance na magbabayad ng Estate Tax incase mawala ka.

Or if breadwinner ka or ikaw ang provider ng pamilya.. kumuha ka rin ng insurance para incase may mangyari sayo may aasahan paring pera ang pamilya mo from your insurance kahit wala kana.