THE TYPES OF FINANCIAL PLANNING
The following are the various areas of the big universe of financial planning that Filipinos can apply its various principles and tenets in order to boost and fortify their monetary resources and wealth to meet the requirements of their life stage. Note that the scope of some of the areas mentioned below sometimes overlap with each other.
"Someone is sitting in the shade today because someone planted a tree a long time ago"
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Edwin T. Bartolome
Financial Advisor and Certified Investment Solicitor
Authorized by the Insurance Commission to act as an Insurance Agent.
For inquiries and free assistance on Personal Finance, Investments, Estate Planning and other Money Matters, you can reach him at:
Baobab New Business Office
Sun Life Financial
6/F BTTC Centre,
288 Ortigas Avenue
Greenhills, San Juan City
Tel. No. 7-719-3958
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Financial Planning Articles:
Why You Need To Maintain Both A Savings Account and an Investing Account
Why Filipinos Should Invest and Not Merely Save
Getting Rich Is Like Running A Marathon, Not A Sprint
Delay Your Gratification To Succeed Financially