Financial Planning 101

Financial Planning 101 This page is all about financial planning. Where you can book an appointment with the financial advisor for free financial advise.

04/05/2022

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Loc. Phase 3 rodriguez, Rizal

All I want for Christmas is to secure your love one's future.Want to know how? Lets meet. This week or next week?Merry C...
20/12/2019

All I want for Christmas is to secure your love one's future.

Want to know how? Lets meet. This week or next week?

Merry Christmas Everyone!!!

23/11/2019

SUN Fit and Well is a New Generation Wellness Plan that offers you a comprehensive life and health protection, giving you and your family comfort and peace o...

25/10/2019

Malapit na ang 13th Month Pay...

But please DON'T LET THIS HAPPEN to your 13 month pay!

Money comes like a TURTLE and goes like a RABBIT.

Isa ito sa pinaka aabangan nating lahat sa loob ng isang taon. 13th month pay, kung ano-ano na agad ang naiisip na bilhin kahit wala pa yung pera kagaya ng last year, new phone, new dress, new shoes, at gifts. Walang masama dito pero ang masama is hindi ka man lang nakapag save/invest para sa sarili mo.

Hindi mo man lang naisip mag save/invest para sa future mo, samantalang ikaw yung nagtatrabaho, napapagod sa pagcommute, sa pag gising ng maaga para pumasok. Pero hindi mo man lang naisip bayaran ang sarili mo, always pay yourself first. Walang nagsisi sa una.

Isang taon mo inantay wag mo hayaan mawala, ng wala napala.

Spend your 13 month pay wisely.

Let me help you,
Catherine G. Carisma
Financial Advisor
📲 09562284921
📩 [email protected]


Ct Wise In Money

20/09/2019

We are inviting you to book an appointment for free financial planning.

20/09/2019
Meeting with a financial advisor? Here are some things to expect. Keep in mind to ask questions you have about the produ...
17/09/2019

Meeting with a financial advisor? Here are some things to expect. Keep in mind to ask questions you have about the product to make sure that you are making an informed decision about insurance and investments. https://bit.ly/MeetingAdvisortw …

Meeting your first financial advisor might be daunting, so here are some tips;.

Happy Friday ka FP101 We Will be having our Free Financial Planning at SM North Edsa, On Sunday Sept. 15 2019, at 1:00PM...
13/09/2019

Happy Friday ka FP101 We Will be having our Free Financial Planning at SM North Edsa, On Sunday Sept. 15 2019, at 1:00PM. Slots are limited so hurry book an appointment now.

Send Us a Private Message for more details.

10/09/2019
Lapit na 13th month pay besh ano balak mo? Remember the 20-50-30 rule. Income-Savings=Expenses.
10/09/2019

Lapit na 13th month pay besh ano balak mo? Remember the 20-50-30 rule. Income-Savings=Expenses.

Free Financial Planning hurry book your appointment now. Limited slot only...
04/09/2019

Free Financial Planning hurry book your appointment now. Limited slot only...

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