Nov 25 2008
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Setting up my financial planning business
Easier said than done. I’m writing some new articles and setting up my online newsletter. That’s going to take a bit more time but Breadwiser Personal Finance is already available for appointments.The initial meeting, approximately 45 minutes, is free of charge until December 8, 2008. . I really want to reach out to real people and get them on the right track to smarter money management and avoid “investing” in scams.
Nov 23 2008
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Let's talk about how to get you wealthy the honest way.
My online scheduling system offers a convenient, confidential and secure way for you to check my availability and schedule a financial consultation.
I’d like to get to know you better so we can improve your financial health.
How are you doing now? What do you want to accomplish?
Let’s discuss what you can expect for me and what I expect from you. We’ll determine how you’re doing financially, your risk tolerance, and strategies you can take.
Please bring (if you have):
- insurance policies
- list of investments
- list of debts
- list of income
- bank statement
- list of goals (short-term, long-term)
Let’s work on your Financial Plan
Time to bring out the spreadsheets! Let’s work on your Life Plan,determine how much you need to retire comfortably, and how you can best make your hard-earned money work for you.
This will include suggestions for investments, review of your insurance coverage, strategies suitable for your case, and risk profile assessment.
Venue is at my office in Makati, Chino Roces Ave. (former Pasong Tamo) corner Bagtikan Street. Or let me know if you’d rather meet in a coffee shop near your place, and I’ll see what I can do.
