The 411 on Financial Planning
A financial plan consists of:
✔ an assessment of your current financial disposition
✔ an overview of your personal financial goals
✔ an outline of actionable steps or strategies that you can employ to achieve your goals
The main objective of a financial plan is to develop strategies based on your current financial standing and your clearly defined financial goals. A financial plan will enable you to create informed and smart decisions with your finances and help you set realistic expectations for your life. With the guidance of a financial plan, your goals and aspirations will gain a good sense of direction. Think of it as a roadmap to financial independence!
It transforms your dreams into attainable goals.
Dreams are meaningless if you don’t take action and create intentional plans to make them come true. With a financial plan, you’ll be proactively pursuing your dreams by working on concrete and actionable goals.
It’s a great source of motivation.
There’s nothing more motivating than knowing your goals are within your reach! Having a financial plan is a great driving force that will really empower you to persist and take action even when challenges come your way.
There’s no “one size fits all” financial plan.
A financial plan is unique to every individual. This is what makes financial plans so effective. That is why it’s imperative to create a highly personalized financial plan that reflects your life and your aspirations.
It put things into perspective.
Having a financial plan can really help you focus on what truly matters! A financial plan can provide you a lot of insight when it comes to your finances. It can help you make impactful decisions as you move towards your goals.
It gives you peace of mind.
The best thing about having a financial plan is that it can alleviate your feelings of uncertainty and bring you some needed clarity. A financial plan can relieve you of financial stress and anxiety by giving you the reassurance you need to live your life with confidence.
It may be possible to DIY a financial plan but it can be a very overwhelming experience for someone who is just starting out. That’s why it’s best to enlist the services of a financial planner! You can really benefit from having a financial planner not only because they’re professionally trained to create financial plans but because they can act as a personal coach and an accountability buddy.
Simply Finance specializes in creating financial plans according to the unique goals and aspirations of modern-day Filipinas. Our financial planner has been trained by the Registered Financial Planners®️ of the Philippines! Rest assured, when it comes to financial planning, we’ve got you!
Let us walk you through the step by step financial planning process of Simply Finance.
Step One:
Simply Call
It all starts with a discovery call! Book a free 20-minute discovery call with us so that we could get to know you and get an idea of how we can help you. The purpose of the discovery call is to see if we’re a good fit for your personal goals and aspirations.
Step Two:
Choose A
Package
Choose a package suited for your needs!
Starter
Discovery Call
1 session
Signature
Discovery Call
3 sessions
Custom Financial Plan Worksheets
Basic
Discovery Call
2 sessions
Custom Financial Plan Worksheets
Premium
Discovery Call
7 sessions
Custom Financial Plan Worksheets
You can avail of our packages for as low as PHP 2,499.
Step Three:
Let’s Get Aligned
We’ll arrange a meeting with you to outline your financial goals and discuss your current financial standing. All this information is relevant for us to create an actionable and comprehensive financial plan that serves you and your objectives.
Step Four:
The Game Plan
After thoroughly evaluating your current financial standing we’ll create a financial plan detailing the strategies you can use to reach your life goals. We’ll go over it together and advise you on how you can move forward.
Step Five:
Finance Check-up
After some time we’ll check in with you and assess your growth and your experience so far! We’ll have a follow-up meeting where we can sit down and evaluate your progress and the hurdles you’ve encountered to see if we need to make adjustments to your current plan.
As your life takes its course, we expect you to encounter some changes. Life happens, change is constant! Ideally, we’d like to reconnect with you yearly to realign and revise your plan according to all the changes that occurred in your life—may it be a change in your income or a change of heart in regards to your goals.
