How We Work
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Step 3
The Execution (True Ginhawa)
We work together to execute the plan. You will learn how to manage your budget, kill your debt, and grow your wealth the "Segurista" way.
financial planning services
The Comprehensive Financial Plan
Most popular
PHP 35,000
🔍
Our premium, comprehensive roadmap.
We do a full financial teardown and rebuild so you never have to guess about your money again.
topics covered
Full analysis of your budget, net worth, and loans, plus complete emergency fund, educational, life insurance, and retirement planning.
includes
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A comprehensive written action plan
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3-4 dedicated video chat sessions (1 hour each).
FOCUSED FINANCIAL SOLUTIONS
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Have a specific problem keeping you awake?
We offer targeted plans to solve it.
Retirement Planning
PhP 15,000
You feel overwhelmed by loans or credit cards and need a realistic, step-by-step escape plan.
topics covered
Goal setting, computation of your exact required retirement fund, and investment strategy alignment.
includes
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A detailed written report
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3 video chat sessions (1 hour each)
The 1-Hour Financial Consult
PhP 1,000
You have one specific financial question, need a professional second opinion before making a big money move, or just need my time for any general enquiry.
topics covered
Your individual circumstances and specific financial questions.
includes
Expert advice on the spot + limited email/chat consultation for any follow-up questions.
Stock Investing Education
(US Stocks ONLY)
A No-Nonsense Guide to Stock Investing
Most popular
PHP 12,000
🔍
Our complete, self-paced online program designed to make you fully independent once you learn the system.
topics covered
The step-by-step, safe way to start investing in US Stocks, manage risk, and steadily build your retirement fund.
includes
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Full access to the self-paced online course
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3 group video coaching sessions (1 hour each) to ensure you understand the process.
Online Course
Personalised Mentorship & Consults
Need more hands-on guidance or a quick check-up on your portfolio? Explore our 1-on-1 support options.
The Stock Investing Mentorship Program
PhP 20,000
You want hands-on guidance, personal accountability, and an expert to check your work as you start investing.
topics covered
Tailoring the stock investing system to your specific personal goals, guided portfolio building, and risk management.
includes
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Full access to the online course
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5 one-on-one mentoring video chat sessions (1 hour each)
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Limited email/chat support.
