Financial Goal Setting Session

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NameWhat name do you prefer? We’d love to keep it personal.
First Name
Last Name
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First NameWhat name do you prefer? We’d love to keep it personal.
First Name or Nick Name
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Last NameWe ask for your surname to personalize your plan and keep records accurate.
Surname/Last Name
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EmailWe’ll use your email to send key updates, confirmations, and helpful tools so you don’t miss anything important.
example@example.com
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Phone NumberYour number helps us reach you faster for any updates or quick clarifications—especially if you prefer calls over emails.
Area Code
Phone Number
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Date of BirthYour birthdate helps us create a plan that fits your season in life—like when to retire or save for big goals.
Date
Year
Month
Day
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Marital StatusThis helps me understand your family setup and make sure everyone’s aligned in the plan.
Please Select
Please Select
Single
Married
Widowed
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If you're in a relationship, will your spouse or partner be joining the session too?This helps me see your family setup so we can plan with everyone in mind.
Please Select
Please Select
Yes
No
Not Applicable
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Your Top Financial GoalsThink of this as a menu—pick what matters to you, and we’ll craft a plan that fits your financial taste. Feel free to add more under 'Other'!
Pay Off Debt
Build an Emergency Fund
Save for a Home
Prepare for Kid's College Education
Plan for Retirement
Reintegration Plan to the Philippines/Home Country
Saving for Business Capital
Explore International Investment Option
Protecting my income even if I get seriously sick, injured, or pass away
Making sure my family's financial future is okay if something happens to me
Other
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Biggest Financial ChallengesNo worries—whatever’s on your list, we’ll face it together. Just check what applies, and feel free to add more under 'Other'.
Living from paycheck to paycheck
Struggling to save consistently (e.g., “Where did all my money go?” moments
Managing debt or loans
Feeling unsure about the best way to invest
Having limited access to financial services from overseas
Worried about Financial Security for my family
Overspending or impulse buying
Lack of a clear plan for long-term goals - Kids College Fund, Retirement, etc
Other
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Additional Thoughts or QuestionsGot anything else you'd like me to know before our session? Feel free to share anything that can help us focus on what matters most to you.
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