Marie Casas is a CPA and Entrepreneur based in Makati City, Philippines. She writes on tech-entrepreneurship at PinoyWebStartup and on personal finance at Sexy Money Genius. She is a Financial Advisor for Sun Life of Canada (Philippines) and is co-founder of web startup Pigmata Media.Tumblr (3.0; @breadwiser)http://breadwiser.com/<a href="http://breadwiserpersonalfinance.createsend.com/t/1/e/yhthdi/l/">Breadwiser Personal Finance Now Open to Serve You</a>: <p>My initial announcement to friends and business contacts</p>http://breadwiser.com/post/61424325http://breadwiser.com/post/61424325Tue, 25 Nov 2008 12:30:23 +0800<p>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.<br/> The initial meeting, approximately 45 minutes, is free of charge <b>until December 8, 2008</b>. . 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.</p>http://breadwiser.com/post/61335295http://breadwiser.com/post/61335295Tue, 25 Nov 2008 00:50:00 +0800<a href="http://my.timedriver.com/S9XW6">Let's talk about how to get you wealthy the honest way.</a>: <p>My online scheduling system offers a convenient, confidential and secure way for you to check my availability and schedule a financial consultation.</p> <p>I’d like to get to know you better so we can improve your financial health.</p> <p><img alt="Financial Planner appointment" src="http://my.timedriver.com/td/imgb/5nc4h.jpg" width="500" height="333"/></p> <p><i><b>How are you doing now? What do you want to accomplish?</b></i></p> <p>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.</p> <p><b>Please bring (if you have):</b></p> <ul> <li>insurance policies</li> <li>list of investments</li> <li>list of debts </li> <li>list of income</li> <li>bank statement</li> <li>list of goals (short-term, long-term)</li> </ul> <p><i><b>Let’s work on your Financial Plan</b></i></p> <p>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.</p> <p>This will include suggestions for investments, review of your insurance coverage, strategies suitable for your case, and risk profile assessment.</p> <p><b>Venue </b>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.</p> <p><b><a href="http://my.timedriver.com/S9XW6">Schedule a financial consultation now.</a></b></p>http://breadwiser.com/post/61109145http://breadwiser.com/post/61109145Sun, 23 Nov 2008 11:48:00 +0800financial consultationappointmentfinancial plannertimedriverappointment scheduling service