Kami ay isang family business na focused sa pagbigay ng self-help tools para sa mga everyday people na pagpaplano ng kanilang financial future na hindi kinakailangan ng isang college degree o large assets para sa pag-operate

Kami ay naghahanda upang…

• mag-usap ng plain language at avoid word-play that just confuses people
• gumawa ng mga tools easy-to-use at self-service para sa mga tao na maaaring kontrol ang kanilang propesyonal na impormasyon
• pag-explain ng mga key concerns & concepts na maaaring mag-impact sa viability at longevity ng iyong plan(s)
• eliminate the financial exploitation na ginagamit ng ilang ng mga konpetidor namin… Kami ay hindi sinusubukan mong kawalan, upsell unnecessary tools & services, engage in marketing puffery, charge you based on the value of your assets, or sell your information
• fill the gaps of retirement planning na ang lahat ng iba pang planning tools ay nag-iwan out (Ex. nailing down details on incomings & outgoings to more accurately make projections, helping people find the blind-spots or false assumptions in their plans, etc.)
• pinapahintulutan ang growing community of retirees that worked, saved, and invested in one region/currency but spend all or part of their retirement in a different region/currency
• gumawa ng mga planning tools na account for the whole family; even your pets
• pinapahintulutan ang paglikha ng one or many plans na maaaring update and refine over time. Walang kailangan ng pag-start over
• pinapahintulutan ang mga tao na share their plans with key stakeholders (Ex. Your spouse, family, or even your professional financial advisor)
• magbigay ng fair flat-rate pricing with À la carte extra’s; but only if you need them
• disentangle financial plans with sensitive accounts para ma-ensure ang pagpaplano na maaaring mag-plan sa mas ligtas at avoid high; percentage based; fees mula sa iba pang institusyon
• tulungan ang mga tao na increase their understanding of risks ang kanilang mga plan ay maaaring karanasan so they can be ready or to discuss concerns with their professional financial advisor; if they have one
• understand the nuances na maaaring maging realistik para sa anumang plan (Ex. Peoples spending habits always change, things start & end at different times, everyone has to pay the tax man, accruals change over time, the power of spending will erode over time and prices always rice, so many things have extra fees, living off pocket money cannot be a plan, markets boom and bust, inflations hurts, etc.)
• magbigay ng mga tool para sa serve you before retiring and during your retirement