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MWP Financial Planning
The Goal is to Achieve Financial Freedom while Enjoying Life Now.
Through MWP’s Comprehensive Financial Plan, one can achieve one’s life goals without the feeling of deprivation or guilt — Balanced Financial Plan is the key.
Cash Flow Management (Budgeting)
Gain control of your finances through proper and enjoyable budgeting.
Investment Planning
Take advantage of available financial products and securities (stocks, bonds, UITF, real estate, crypto, etc.) in the market in order to achieve your financial and life goals.
College Funding
Ensuring your children’s future and dreams are secured no matter what happens in life.
Retirement Planning
The goal is to retire early, with dignity, and live the life you have always dreamed about for the rest of your life.
Business Continuity Plans
We will make sure that your business is crisis-proof for you, your family, and your employees.
Life Goals (Nest Egg)
Luxurious travel, business fund, wedding fund, dream car or house fund, or whatever life goals you are aiming for, I am here to help you achieve them.