Financial Flex is a financial awareness movement and financial coaching service for the Filipino. We are a team of advocacy-driven Licensed Financial Planners®* and some Certified Investment Solicitors® and Members of the Million Dollar Round Table Qualifiers® who are passionate about spreading financial literacy and matching the Filipino for any financial need with the best solution. Through the
process of knowing, planning, and applying, we let you dwell on the ins and outs of finances, be educated about useful financial concepts that are commonly neglected by the majority, and get matched with financial plan that meets all your needs. Wealth Creation | Income Protection | Risk Solutions | Employee Benefits
Our Coaching Success Process:
1. Visit our platform www.financialflex.ph - subscribe to our newsletter to be in sync with new resources
2. Be knowledgeable about financial terms through our Learning Portal (http://www.financialflex.ph/learningportal)
3. Be educated about financial planning 101 through our Blog (http://www.financialflex.ph/blog)
4. Request for a financial quotation that matches your need (www.financialflex.ph/request-quotation)
5. Receive a detailed quotation with supporting primer via email
6. If everything's all good, meet with your financial coach for a comprehensive pro bono consultation
*Licensed by the Insurance Commission of the Philippines, Department of Finance and representing AIA-Philam Life, which ranked #1 in Terms of Assets, #1 in Terms of Net Income, and #1 in Terms of Net Worth in the Latest 2015 Insurance Ranking by the Insurance Commission of the Philippines.
