Personal Financial Strategy Survey

Name:   
Address:
Phone:   
Email Address:
Are you an employee self-employed business owner

Personal Challenges: 1. Are you suffering from financial losses as a result of the recent economic downturn? Yes                       No 2. Are you concerned about any of the following:    - Too many bills or debts? Yes                       No    - Lack of savings or investment for retirement or kid's college education? Yes                       No    - Not having enough protection in case of disability, long term illness or even death? Yes                       No 3. Do you carry any significant financial responsibilities with growing children or aging parents? Yes                       No 4. Are you concerned about the future of your job or career? Yes                       No 5. Do you feel like terms such as investments, insurance, debt, inflation, and taxes are difficult to understand? Yes                       No 6. Do you think there is a large number of people in our country who struggle financially and need help to improve their financial situation? Yes                       No 7. If you were to chose, what would you rather have? Better return for your money Better safety for your money 8. What is your ideal retirement age? Financial Solutions: 9. Do you want to learn more about how money works and how to build a stronger financial future? Yes                       No 10. Are you interested in making more money and increasing your cash flow? Yes                       No 11. Do you want to explore a new business career in the fast growing financial industry? Yes                       No

Financial Solutions Today

FINANCIAL SOLUTIONS TODAY

BEFORE:
• With a little hard work & careful budgeting, most families could realize their dreams of buying their own home, sending their children to college & retiring in comfort.
• A parent can raise 10 or more children—only the father works, mother stays at home.
• Having a job/profession & only one source of income is enough.

But TODAY:
• Many families can hardly realize their dreams.
• A couple, both working, can hardly raise 2 or 3 kids.
• Having multiple income streams is already a necessity.
• INFLATION & INCREASING COST OF LIVING: Make most Filipinos have difficulty in saving money for their future. And when the need arises (illness, education, emergency needs), their only option is debt.
• DEBT TRAP: from pawnshops, credit cards, car/ housing loans
• JOB & BUSINESS INSECURITY: Hundreds of Filipinos lose their income due to business failures & lay-offs.
• MANY FAMILIES ARE FINANCIALLY STRUGGLING:
- Couples often argue over finances
- Can’t afford to have the spouse stay home w/ children
- Can’t fund parent’s hospitalization/ medical needs

If we can show FINANCIAL SOLUTIONS for you & our family, are you willing to learn?

Taking control of your financial future starts with Understanding.
And Understanding begins with FINANCIAL EDUCATION!

IMG is committed to help Filipino families increase their Financial IQ. To deliver financial education on a massive scale, we established the WEALTH ACADEMY— a learning series to help YOU increase your financial literacy.

OPEN TO PUBLIC (Free of Charge)

Series 1	Financial Solutions Today The Six (6) Steps to Financial Independence How Money Works The Wealth Formula How to Build a Solid Financial Foundation
Series 2	Finance & Investment 101 The Secrets of the Financial Industry Different Investment Vehicles & Strategies How to Bypass the Middleman &          Become Your Own Financial Adviser Mutual Funds, Diversification, Money Cost Averaging, etc
ADVANCED LECTURES
Series 3	Creating Multiple Passive Income Streams The Different Sources of Passive Income How to Create Multiple Passive Income Streams New Concepts in Making Good Money
Series 4-12	A Comprehensive Approach to Personal and Financial Success!

For inquiries, please contact Marivic at 0917-9535265 or email at mdvidaure@yahoo.com. 

Philippine Financial Industry - has it changed at all?

Earlier, I made a blog about the revolutionary changes we experienced in various industries. But in the Philippine financial industry, has anything changed at all?