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FINANCIAL PLANNING

Clarity on Financial Goals /Cashflow Analysis/Assessing Debts/Risk Management/Wealth Management/Estate Preservation and Creation

 

What is financial planning? 

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It is a process which I create a blueprint for you to follow in order for you to address your economic needs in the future. 

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Financial Coaching covers the following: (C.A.S.H)

- Cash flow

- Assessing Debts

- Shrinking Risks

- Handling Wealth or Investments

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The best part is, we can trace where your money behaviors came from!

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Thanks

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Coach Jendee

#Reboot your finances!

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Here's a tool to help you get started. For questions or guide on how to complete the excel file, shoot me a message.

​© 2022

by Coach Jendee S. De Guzman, CLC, Master NLP, RFP ASCI, CWA 

Proudly created with Wix.com

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