Coming from the class F family, I promise myself that give the opportunity I will make my future together with my future children financially capable and ready.
I was thru God’s grace that I manage to achieve that dream and one of them is Financial Freedom which I also pass on to my children.
At an early age, I share to them the goal of financial freedom, for with financial freedom ; they could achieve so may thing
I want them to be an individual that has enough financial resources to cover their basic needs, desired lifestyle, and future goals without being dependent on a regular paycheck or an employer.
It is a highly desirable goal for several compelling reasons:
- Reduced Stress
- Flexibility and Independence
- Improved Mental and Physical HealthOpportunity to Give Back
- Retirement Security
- Legacy Planning
- Peace of Mind
- Breaking the Cycle of Debt
- Building Wealth
- Self-Actualization
It’s important to note that financial freedom doesn’t necessarily mean being excessively rich but having control over your finances and living within your means. It allows you to prioritize what truly matters to you and gives you the freedom to live life on your own terms.
And with all that being said, I was delighted to share to you the event I attend with Sunlife.
/Sun Talks, held on July 6, featured guest speakers Sales Cluster Head-Manila 3A Valerie Lagarde and Unit Manager & Financial Advisor Andrea de Guzman, who shared valuable insights on how to “Restart Your Financial Journey.”
Ms. Valerie Lagarde discussed the different Life Stages and highlighted that the key to starting or restarting one’s financial journey lies in employing the right financial methods. The Life Stages she presented were as follows:
- Getting started: Building confidence and independence.
- Moving up: Prioritizing family above all.
- Preparing ahead: Nurturing health and wealth.
- Leaving a legacy: Ensuring lasting golden years.
She stressed the importance of various financial aspects such as having an emergency fund, income protection, health protection, education savings, retirement planning, estate transfer, and saving for important milestones. To guide individuals in their financial journey, she introduced the Financial Planning Pyramid, advising people to start at the bottom and progress upward step by step.
During the Q&A session, both Ms. Lagarde and Ms. De Guzman addressed common misconceptions about financial planning and insurance. Ms. De Guzman emphasized that it is never too late to start anew and restart one’s financial journey. Sun Life Philippines aims to educate every Filipino and make financial planning accessible to all.
For those seeking a sign to begin their financial journey, NOW is the perfect time. Seeking professional advice will pave the way towards a brighter financial future. Sun Life in the Philippines offers a wide range of insurance, wealth, and asset management solutions to support every Filipino in their pursuit of a brighter life.
As the country’s first and longest-standing life insurer, Sun Life provides the following services:
- Financial planning and guidance.
- Life insurance products tailored to every life stage.
- Investment products for individuals, families, and companies.
- Health-focused products with an innovative wellness community.
- Exceptional client servicing.
In conclusion, the Sun Talks session provided practical tips, relevant information, and encouragement for individuals to take charge of their financial journey and secure a brighter future.
#RestartingYourFinancialJourney  #SunLifePartnerForLife
