I can teach you how to plan and budget for yourself, family/household, and small business. I'm a CPA, and a graduate of the Registered Financial Planner program.
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We will use a desktop software which I will provide (free), and train you on how to use it and how to plan your future and retirement - budget, cash flow, credit & bank accts management, some asset management. We can compute for your net worth/net assets at ANY given time in the future.
I am NOT associated with any financial services firm, therefore I will NOT sell anything to you but will provide recommendations or advice if asked.
You need to bring your own laptop or we can use your PC (if at your house)
3 hours, can extend if needed - for 1 entity (self & household, OR own business)
May take 5 hours if both
I'm located in BGC or Sta Mesa on weekends. We can meet anywhere else (preferably quiet place), but fare will be charged to client.
Fee: Php 3,000 cash payment after planning session for 1 entity
Php 5,000 if 2 entities
Can bring another person (sibling or staff) in the session