Ms. Budgetarian, Your Best Financial Advisor

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What Made Me Choose This Path?

When I got married, my whole salary and half of my husband’s were our savings, and the other half of my husband’s is our expense. At that time, we have no idea what to do with money so we shopped, dined out, treat friends, gave back to our parents, we donated to our local church, we traveled, we tried putting up small businesses. All those businesses, we partnered with the wrong people, we gambled with fate and did not manage to research- because both of us are working and too tired already since we also have church ministries. We also tried investing through networking only to find failure for the nth time. Hence, after several attempts to grow our money, it hit me hard that our sacrifices are coming to a failure. Upon doing research, I have come across Chinky Tan, Bo Sanchez and a lot of Financial Gurus pointing to stock market, emergency funds, savings, budget as the necessary words/ tools to build your empire. Then, a high-school batch mate, now co-advisor and friend offered me Sun Life. Instead of getting a plan, I got interested to become an Insurance advisor and through training, meeting a lot of people who had gone financial difficulty, I found myself fulfilled to educate people to become financially literate and achieve financial freedom without going through the failures that we had.

I have learned that as a family person, Insurance is a very important Love language I can purchase for my family since my time on earth is uncertain. However, I also learned that getting insurance while you are young and working is also as important since you will not be faced with difficulty to save a portion while there is not yet a family to feed. And even when my kids graduated, I learned that I still need to keep investing to prepare for retirement and not be a burden to my children in case I got sick or hospitalized. I will be welcomed open arms when I visit my grandchildren because I can treat them to places or eat the food we want- again because I have prepared for it. And even at my twilight years, my clan will look up to me and my legacy will continue not just because of the money I will pass on but because of the principles I learned during my years.

If you are currently facing a financial difficulty and seemed impossible to get through, remember, this too shall pass. If you have the abundance of wealth, and good health, Congratulations! However, let me remind you as well that not everything is permanent. Hence, our decision to save and invest through life insurance is one of the love language we can gift to our family and secure our financial should the difficulty and unexpected (like old age, sickness or even death) arise.

Let me help you plan for your future.

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