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.

• Personal Finance Planning - the planning of financial resources by individuals and families to ensure that such resources are adequate to meet their day-to-day financial requirements, as well as their respective medium to long term life goals at all stages.

• Investment Planning - the planning of financial resources (i.e. capital) by individuals, families and groups to ensure that such capital grows at compounded and possibly rapid rates to meet medium-to-long term goals that require big capital outlays.

• Educational Planning - the planning of financial resources by individuals and families to ensure that such funds are sufficient to match tuition and other miscellaneous fees associated with the educational needs (usually collegiate level) of the younger members of families.

• Planning for Milestones - the planning of financial resources by individuals, families and groups to ensure that such resources are adequate to meet major life events.

• Health Planning - the planning of financial resources by individuals and families to ensure that such resources are enough to meet bills associated with major and minor health-related events.

• Retirement Planning - the planning of financial resources by individuals to ensure that such funds are adequate to meet the daily needs, as well as other life pursuits, of retirees at a time when regular income from work has already stopped.

• Estate Planning - the planning of financial resources by individuals to ensure that such resources can adequately meet the requirements of the process of transferring their assets to the next generation. 

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YOUR PARTNER

Edwin T. Bartolome
Financial Advisor and Certified Investment Solicitor
License # 090848
CR # 02-2013-08539 
Authorized by the Insurance Commission to act as an Insurance Agent.
​
For inquiries and assistance on Personal Finance, Investments, Estate Planning and other Money Matters, you can reach him at:

Cellphone: 0917-661-6943
and E-Mail: edwinbartolome.sunlife@gmail.com

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Office Address:
Baobab New Business Office
Sun Life Financial
6/F BTTC Centre,
288 Ortigas Avenue
Greenhills, San Juan City
Philippines
Tel. No. 719-3958
Fax. No. 719-3894

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"Someone is sitting in the shade today because someone planted a tree a long time ago" 
~ Warren Buffett,
   Legendary American Investor 
   Chairman and CEO, Berkshire Hathaway

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I want to make a difference. I want to Be A Sun Life Financial Advisor

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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

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