Getting Started
Building independence
You may be focused on
- —Building your career
- —Starting investments
- —Buying your first home
- —Building an emergency fund
- —Protecting your income
“How do I start building my financial future?”
Jeleny Floresca
Financial Planning & Protection
Your Life Stage. Your Goals. Your Financial Plan.
Your Life Has a Plan.
Does Your Money Have One Too?
Get a personalized Financial Planning Session designed around your current life stage, financial priorities, and the future you want to build.
No pressure. No one-size-fits-all package. Just a conversation about your goals and the financial strategies that may fit your needs.
Where are you in life?
Your Financial Priorities Change as You Move Through Life.
Moving Up
Building a family & growing your wealth
You may be focused on
- —Protecting your family
- —Children's education
- —Health protection
- —Growing your savings
- —Replacing income if something happens
“How do I protect the people who depend on me?”
Preparing Ahead
Securing your future
You may be focused on
- —Retirement
- —Healthcare
- —Supporting aging parents
- —Maintaining your lifestyle
- —Building additional sources of financial security
“Will I have enough when I stop working?”
Leaving a Legacy
Protecting what you've built
You may be focused on
- —Estate planning
- —Wealth transfer
- —Leaving something for your family
- —Protecting your assets
- —Creating a lasting legacy
“How can I make what I've built last beyond me?”
Your Financial Plan Should Grow With You.
Your first job.
Your first investment.
Marriage.
Having children.
Buying a home.
Building a business.
Preparing for retirement.
Leaving something behind for the next generation.
Life doesn't stay the same.
Your financial plan shouldn't either.
In a personalized Financial Planning Session, we'll look at where you are today, what matters most to you, and what you want your money to accomplish in the years ahead.
What happens during the session?
A Simple Conversation About Your Future
01
Understand
We'll get to know your current financial situation, priorities, and goals.
02
Identify
We'll identify potential gaps in areas such as protection, health, savings, education, retirement, and wealth transfer.
03
Plan
We'll discuss financial strategies and Sun Life solutions that may fit your needs and life stage.
04
Decide
You decide what makes sense for you. No pressure. No obligation.
What can we plan for?
Protect What Matters. Build What Matters.
🛡️
Income Protection
Help protect the lifestyle your family depends on.
❤️
Health & Critical Illness
Prepare financially for unexpected health events.
🎓
Children's Education
Build a plan for the education you want your children to have.
🏠
Life Milestones
Prepare financially for major goals and dreams.
💰
Wealth Accumulation
Explore strategies designed to help you grow your money.
🌅
Retirement
Build toward financial security for the years ahead.
🌳
Legacy & Estate Planning
Prepare to transfer what you've built to the people who matter.
You Should Probably Have This Conversation If...
- ✓You're earning more but still don't have a clear financial plan.
- ✓You recently got married.
- ✓You have children who depend on you.
- ✓You're supporting your parents.
- ✓You want to start investing but don't know where to begin.
- ✓You're worried about medical expenses.
- ✓You have existing insurance but aren't sure if it's enough.
- ✓You're approaching retirement.
- ✓You have assets you'd like to pass on to your family.
- ✓You simply want someone to review where you currently stand.
You don't have to wait until you have more money. Sometimes the first step is simply knowing where you stand.
Let's Build a Financial Plan Around Your Life.
You don't need to figure everything out today. Start with a conversation.
- ✓Personalized discussion
- ✓Based on your current life stage
- ✓Explore suitable financial strategies
- ✓No obligation to purchase
Meet your financial guide
Jeleny Floresca
Sun Life Financial Advisor / Unit Manager
With years of experience in financial services, Jeleny has worked across life insurance, risk planning, estate planning, investments, banking, and client management.
- ✦Multi-awarded Unit Manager — Grandslam Platinum Medallion, Power Leader, Excellence Awardee, GAMA Awardee
- ✦Sun Life Financial Advisor for 10 years — Grandslam Medallion, MDRT, Consistent Macaulay, International Quality Awardee, Most Respected Advisor Asia 2021
- ✦Relationship Manager for Bank Analytics for 5 years
- ✦US Stock Broker for 2 years
- ✦Teacher for 7 years
- ✦DOST Scholar and Working Student
- ✦Empowering Youth and Women
Her advocacy is simple
Help Filipinos make better financial decisions today so they can live a brighter life tomorrow.
Lead the way