Financial Planning Consultation

Money decisions can be overwhelming — whether you’re building wealth, protecting your family’s future, or preparing for retirement. This one-on-one financial planning consultation gives you a structured, personalized plan that helps you see where you are today, where you want to go, and how to get there strategically.

What You’ll Get

• Comprehensive Financial Assessment

  We’ll review your income, expenses, assets, debts, and current investments to identify strengths, gaps, and growth opportunities.

• Goal-Based Planning

  Together, we’ll define short- and long-term goals — from buying a home, funding your child’s education, to achieving financial independence.

• Risk & Protection Analysis

  You’ll get clarity on insurance coverage, estate planning, and emergency fund readiness to protect your wealth and loved ones.

• Investment Strategy Alignment

  We’ll match your goals and risk tolerance with the right investment approach, whether through VULs, mutual funds, or diversified portfolios.

• Cash Flow & Budget Optimization

  Learn how to manage spending, reduce debt, and structure savings to keep your finances healthy and sustainable.

Why It Matters

A financial plan isn’t just numbers — it’s peace of mind. This consultation helps you make smarter, values-based money decisions that align with your goals, so your wealth serves your life, not the other way around.

Who It’s For

Ideal for professionals, families, entrepreneurs, and high-net-worth individuals who want personalized guidance — not generic financial advice.

Duration & Fee

• Duration: 60minutes

• Consultation Fee: ₱3,000 (includes personalized recommendations and follow-up summary)