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In the Philippines, people generally regard the provision of financial planning advice as a freebie that comes with selling a product, much like a gas station giving free air. Like the air of a gas station, advice is. Financial Planning March 14, 2017. Posted on March 14, 2017. Lately, I had been exposed to the business. 95 total views, 4 views today. Organizing and Keeping Financial Records and Personal Documents. Posted on March 14, 2017.
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Our mission is to help our clients better their lives through unbiased, comprehensive financial planning that is driven by their unique goals and needs. As fee-only planners, we do not take commissions or referral fees. The only compensation we receive for the advice that we give comes directly from our clients. The result is a client-centered relationship - free from conflicts of interest. Sally Kennedy, EA, CFP.
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