NCR - National Capital Region, Philippines Philippines
Occupation
Advocate for Personal Financial Management | Enabling clients to plan for and reach their personal financial goals
Industry
Finance / Banking / Insurance
About
I am a full time advocate for personal financial management. My clients love the fact that engaging my services enables them to focus more fully on what they are really good at, namely, running their careers and their businesses.
Who have I helped?
* Busy professionals and executives who may not have either the time or the knowledge to put their personal financial goals in order.
* Growing families who are still trying to juggle multiple goals and priorities.
How do I help them?
* I design financial blueprints that help them identify their personal goals, and determine what steps they need to take to reach those goals.
* I help them wade through the usually inundat...
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