The Smart Financial Strategy

The Smart Financial Strategy

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Secure your Family's future by having enough protection to cover your financial needs and growing investment .

17/09/2022

EITHER something happens early
OR nothing happens and you live long..

either way, you need money..
and if all else fails.. you have VUL.. πŸ€—πŸ€—πŸ€—

29/08/2022

"𝗧𝗡𝗲 π—£π—Όπ—°π—Έπ—²π˜π˜€ π—§π—΅π—²π—Όπ—Ώπ˜†"

If nagiipon ka - let us say β‚±5,000 monthly, try natin ilagay yan sa 2 pockets.

⬅️ π—Ÿπ—²π—³π˜ π—½π—Όπ—°π—Έπ—²π˜ - β‚±3,000 alloted for Savings, Emergency Fund, Short term saving goals.

➑️ π—₯π—Άπ—΄π—΅π˜ π—½π—Όπ—°π—Έπ—²π˜ - β‚±2,000 alloted for Life or Health Insurance, income protection, critical illness benefit, hospital income benefit and investments.

Imagine, if you only have one pocket na β‚±5,000 monthly savings, kapag nagkasakit ka ubos ang β‚±5,000 diba? Madalas, kulang pa. 😣

Whereas if you have 2 pockets na pwdeng pag kuhanan. Yung β‚±5,000 pwede ka mag-allocate both para sa SAVINGS FUND mo and sa LIFE INSURANCE.

𝙉𝙖𝙬𝙖𝙑𝙖𝙣 𝙠𝙖 𝙗𝙖 π™£π™œ π™₯π™šπ™§π™–? π™ƒπ™„π™‰π˜Ώπ™„β€ΌοΈ

Hinati mo lang β‚±5,000 mo. Pero once na there will be an emergency, marami kang pwede pagkukunan. Maximize your money. Your family and your future self will be protected when the unexpected time comes.

That’s the value of financial planning.

Should you want to have an idea how to get an financial plan that is fit for your budget and financial goals, just send message me Jessalyn Gongura . πŸ“©

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