11/08/2025
Coaching Session with Vance!
Grateful to connect with Vance.
Alam niyo yung feeling na confident ka naman sa ginagawa mo, pero gusto mo lang ng second opinion from someone who’s already doing it? That’s exactly why he booked this coaching session.
And that’s smart.
Minsan, hindi mo kailangang baguhin ang strategy mo — you just need clarity.
During our session, we focused on 3 important things:
✅ 1. Understanding the investment
Pinag-usapan namin nang maigi kung anong klaseng investment vehicle ang pinapasukan niya, ano ang objective, holding strategy, fees, expected returns, at risks.
Mas clear na ngayon kung paano ito gumagalaw and where it fits in his financial goals.
✅ 2. How to approach it moving forward
Nag-set kami ng proper expectations, timeline, at realistic na growth.
Mas less worry, less panic — more consistency and long-term thinking.
✅ 3. Tips & tricks to optimize his investing journey
From fee optimization, contribution strategy, allocation adjustments, hanggang behavioral tips (aka wag maging emotional 😂).
Konting tweaks lang, malaki ang impact in the long run.
What I loved about this session is that Vance is already doing great — he just needed clarity, validation, and guidance to level up.
Masaya ako na nakatulong ako sa kanya and educate him at the same time. 🙌
If you’re also investing pero minsan:
❓ di ka sure if tama
❓ may fear of making mistakes
❓ nalilito sa allocation or strategies
There’s nothing wrong with asking questions.
In fact — that’s how you get better.
Book session with me.
https://calendly.com/pinoypersonalfinance
