What is Your Money Mindset?
Your success in just about every aspect in life, whether it’s in career, business, personal relationships, finances, or your health and fitness, is determined by your mindset. When it
7 Steps to Creating Your Financial Plan Today
Having and carefully executing a financial plan can lead to a happier and more successful life. Use this 7 step guide to create your first financial plan. When you
3 Recommended Budgeting and Expense Tracking Apps
One of the foundational aspects of a great financial plan is to know where your money is going. In this article, I review the 3 of the best budgeting and expense
About Me
I’m a Financial Advisor, and I think personal finance is a skill every person should have.
I also have developed a genuine interest in digital marketing, productivity, automation, and growth hacking. So you can expect more about these topics in my future posts.
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Recent Posts
Financial Planning is more than just saving money
In my years of practice as a Financial Advisor in the Philippines, I realize that the most basic and foundational aspects of Financial Planning are usually left-out, specifically Goal-Setting and Budgeting. All aspects of personal finance are of equal importance, and not one should be ignored.
goal-setting
You have probably heard about setting S.M.A.R.T. Yup, that applies to setting financial goals as well.
budgeting
One of the more common challenges my clients face is Budgeting. And without proper budgeting, it's pretty much impossible to do financial planning.
Income Protection
Do you have an Emergency Fund? How about Income Protection through Insurance? This are important areas as well.
Retirement Planning
When do you want to retire? Where do you want to live? With whom? What lifestyle do you want to have? These are questions you need to ask about your retirement.
Educational planning
As parents, we all want to ensure the the safe and bright future of our children. One way to do that is through Educational Planning.
Healthcare Planning
Did you know that Medical Inflation in the Philippines is projected to hit 13% in 2019? Globally-speaking, Medical Inflation is 3X that of actual inflation.
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