Troubleshooting checklist
Verify recipient details (bank, account name, account number or mobile number for GCash cash-ins).
Fee Only Financial Planning
Check your internet connection and app version.
Fiduciary Financial Planning
Review your in-app receipt and reference number.
Professionals Only, No Salespeople
Consider bank cut-off times, maintenance windows, or PESONet processing schedules.
Achieving Your Vision
If needed, contact support with your receipt details for faster investigation.
How Can Our Team Help You to Reach Your Goals
Learning About You
Schedule a 30-minute call with our professional to discuss your goals and how we can help. This phone or Zoom call also outlines who we are and our process.
Organized Meeting
Meet with our team to gather the necessary data for your Financial Plan. We’ll discuss your finances, lifestyle, and goals, including transfers, assets, expenses, and income.
Plan Meeting
Our advisor will present your personalized financial plan, ensuring it aligns with your evolving needs and goals, and provide clear steps to help you reach your financial objectives.
Implementation
Your advisor will send a copy of your plan with an actionable list of recommendations. We’ll implement and manage these, keeping you updated.
