I'm not sure if I mentioned this before but I finally made my Registered Financial Planner status official by paying the membership fee last July, after my financial plan got approved in February. At first I was hesitant to shell out the Php5,000 fee because I still had no clear idea what to do with my RFP status, but with the six month grace period about to end and the thought of wasting all those months I spent on the course and my financial plan bearing down on me, I finally bit the bullet and just paid up.
Right now, I'm still not certain if I want to go full steam ahead as an RFP because I do enjoy my day job and I'm hesitant for a major change at this point in my family's life, so I'll go at it with baby steps. And this is where you, my readers, will benefit.
- able to meet up with me in SM BF, Alabang Town Center or SM Southmall at least once for a chat.
- comfortable talking about your financial issues. Full disclosure is important here because that's the only way that I can craft your personalized financial plan.
If I pick you, you'll get a comprehensive financial plan and monthly check-up calls/ emails to monitor your progress. You will also be able to text me at any time for your questions or for advice, although I'm giving you advance notice now that I usually text back only during working hours. Our sessions will be strictly confidential and you don't need to worry that you'll suddenly be mentioned here on my blog.
I find that anyone with a calculator can crunch the required numbers needed for a financial plan, but a great financial planner takes each client as a unique case because each person IS unique and there is no such thing as a cookie cutter solution for everyone. As your financial planner, I endeavor to provide a solution to your most pressing financial problems and then guide you towards financial freedom. It's a tall order but I'm confident that it's doable.
So if you're interested in what I'm offering, shoot me an email at email@example.com with the subject "Financial Coaching" and convince me why I should pick you. I will pick the winner on September 4 and we can get to work right away.
Enjoy the long weekend everyone!