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WHAT IS FINANCIAL PLANNING AND WHY IS IT IMPORTANT?

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According to Wikipedia, financial plan is a comprehensive evaluation of an individual's current pay and future financial state by using current known variables to predict future income, asset values and withdrawal plan.

 

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We at Sunlife Financials, we define it as creating a road map towards your financial security. It is like going to Baguio. There are different routes going to that place. You can use different vehicles as well. Our job as financial advisors is to create a road map and an action plan how to get there and reach your destination.

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We basically start with assessing or evaluating our clients current financial situation, followed by determining what are his/her needs and goals that he wants to achieve in the future. 

Once we have established those, then it is time to create a game plan how to achieve those over time and make sure that the client does not get lost. 

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But our job does not stop there. Once the client starts taking action, then we journey with him. We monitor the progress until such time he reaches his destination.

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OUR JOB IS A LONG TERM PARTNERSHIP WITH OUR VALUABLE CLIENTS!

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FREE FINANCIAL PLANNING SESSION

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HOW TO AVAIL?

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We can arrange a one on one, group or corporate financial planning session at your convenient location like at your home, office, coffee shop, etc and at your convenient time. You just need to inform us ahead of time for us to prepare.

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WHO SHOULD ATTEND A FINANCIAL PLANNING SESSION?

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  • Employees who want to save and prepare for their kids education, income protection and retirement

  • Business owners who want to save up and wants to know where to put their extra money for it to grow

  • OFW's who would like to be educated how invest their hard earned money so they can retire financially free

  • People who have  money in the bank that does not grow and would like to diversify and put it in an investment instrument for it to grow more than the bank gives.

  • Retirees who would like to plan the transfer of their wealth to their children and grandchildren

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WHAT WILL YOU LEARN?

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  • You will learn the basic and saving and investing

  • You will learn how to do budgeting

  • The different investment instruments that you can put your money in

  • Planning for e\your children's education, retirement, health, etc.

  • Importance of Estate planning 

  • Some investment tips

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Financial education is the key to to financial freedom

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