Work With Mike
Choose the Support
that fits your
Next Move.
Whether you are protecting income, getting covered for critical illness, planning for retirement, building wealth, or supporting your team through financial education, this page is here to help you find the clearest next step without getting lost in industry jargon.
Results-Oriented
PH and OFW Aware
Timely
Start Here
Start with the decision you need to make.
If you are not sure which solution fits yet, begin with the kind of support you need most right now.
Life and critical illness protection
For people looking for stronger income protection, life insurance, or critical illness coverage while building momentum.
Life and critical illness protection
For people looking for stronger income protection, life insurance, or critical illness coverage while building momentum.
Life and critical illness protection
For people looking for stronger income protection, life insurance, or critical illness coverage while building momentum.
Life and critical illness protection
For people looking for stronger income protection, life insurance, or critical illness coverage while building momentum.
Who This Is For
Services can match your life stage, not just the product.
Different people need different kinds of support. The goal is to help you find the path that fits your current responsibilities, goals, and season of life.
Professionals
PH-Based Professionals
For engineers, architects, IT people, project managers, managers, sales and marketing professionals, and HR leaders who want more structure around protection, investing, and retirement readiness.
Overseas
OFWs
For Filipinos abroad who want their overseas income, remittances, and savings to build something stable and intentional back home.
Professionals
Filipino Professionals
For engineers, architects, IT people, project managers, managers, sales and marketing professionals, and HR leaders who want more structure around protection, investing, and retirement readiness.
Professionals
Filipino Professionals
For engineers, architects, IT people, project managers, managers, sales and marketing professionals, and HR leaders who want more structure around protection, investing, and retirement readiness.
Service Paths
Choose the outcome you want to move forward on.
Choose the area where you want more clarity, confidence, or structure, and start there.
Path 01
Protect Income
For people who are earning, supporting family, and want practical protection before one disruption throws the whole plan off balance.
What this support can cover
- Clarifying risk gaps around income loss, critical illness, and family responsibilities
- Prioritizing what to secure first instead of trying to solve everything at once
- Framing protection decisions in a way that still leaves room for savings and investing
BEST FIT
Busy professionals, breadwinners, and OFWs who want a stronger base before making bigger money moves.
Protection First
Family-ready
Alignment Session
Path 02
Build Wealth Habits
For people who want investing guidance and better decision-making without feeling like they are being dropped into jargon too quickly.
What this support can cover
- Turning excess income into a repeatable savings and investing rhythm
- Helping people compare available vehicles in the Philippine market with more confidence
- Creating an action plan that fits lifestyle, goals, and decision comfort
BEST FIT
Filipino professionals and OFWs who are earning but want more structure and consistency.
Wealth Coaching
Risk profile analysis
Timeline based
Path 03
Prepare Retirement
For people who want a retirement direction rooted in Philippine realities, family obligations, and newer financial options now available locally.
What this support can cover
- Estimating what retirement may actually require based on lifestyle and timing goals
- Aligning protection, savings, and investing decisions into a clearer long-range plan
- Using calculators, planning tools, and guided conversations as confidence builders
BEST FIT
Mid-career professionals, OFWs planning a return, and families who want retirement clarity sooner.
Retirement focus
planning tools
Local context
Path 04
Equip Teams
For companies that want a seminar or workshop path built around leadership motivation, employee financial literacy, and practical workplace conversations.
What this support can cover
- Identifying key people, continuity risks, and the financial pressure points inside the business
- Organizing planning conversations around owners, family, and leadership realities
- Securing the business from operational risks upon losing key business leaders
BEST FIT
Founders, owner-operators, and family business leaders who need keyman and legacy conversations handled well.
Keyman Focus
Continuity
Legacy Planning
Path 05
Protect the Business
For family businesses that need more than generic financial advice. This path is about continuity, keyman thinking, and protecting what the business supports.
What this support can cover
- Reinforcing Talent Retention efforts by equipping employees in handling their finances
- Giving employees a deeper insight to the need to rise to leadership because of income goals
- Contributing to the financial literacy index one employee at a time
BEST FIT
Small to Medium companies who want to empower their employees with better financial independence skills.
Financial Literacy
Knowledge
Workshop & Seminar
Proof and Process
The next step feels structured, not salesy.
You should be able to start with a conversation that feels clear, calm, and useful, especially if you are cautious, busy, or tired of being pitched too quickly.
Step 01
CLARIFY
We start by understanding your goals, intention, and aspirations to have a better view of your objectives; before talking about any product or vehicles.
Step 02
Align
I will take all your inputs and prepare drafts of proposals on how we can make your goals a reality. It can be as simple as an insurance proposal or as comprehensive as a retirement or estate plan.
Step 03
Decide
I will walk you through the decision process, because not everything needs to be decided on up front, especially if the plan will run for several years.
Step 04
Monitor
A wealth plan is always tried and tested over time. My team does it best to monitor the markets for humps and opportunities, and we keep you informed along the way.
Social Proof
You may have the same Questions.
These answers are here to make the page easier to navigate and the next step easier to take.
Do I need to know which product I want already?
No. You can start with the outcome or concern you want clarity on, and we can work out the right fit from there.
Is this only for people in the Philippines?
The services are focused on people in the Philippines and OFWs overseas, with guidance shaped around those realities and responsibilities.
Can HR teams inquire here too?
Yes. HR teams can start here, then move to the dedicated seminar page for a clearer look at employee outcomes, structure, and inquiry details.
What if I only want a first conversation?
That is completely fine. You can send a quick inquiry first or book a conversation directly, depending on what feels easier for you.
I’m looking for financial literacy seminars for employees. Is that available here?
Yes. If you're exploring seminars or workplace financial education, the dedicated seminar page will give you a clearer view of the program, outcomes, and inquiry options.
What if I just need a plan and not products?
I actually craft plans that are product-agnostic and only has parameters for you to follow if you prefer to take a hands-on approach to completing the checklists on your own.
Social Proof
The story matters more when people can feel the trust.
A personal story only matters if the experience of working together feels just as clear, calm, and grounded in real life.
"We transferred all our policies under Coach Mike, and he not only helped us understand our policies more, but we are confident that we can ask him more difficult questions about investing."
owner of laundromats, couple
"I already knew investments, but Mike put everything into a perspective that I needed to see. I insured my entire family of 5 under him and all VULs."
Stock broker, 49 y/o
"Our employees didn't just come out more knowledgeable about money, but they felt more motivated to grow more. Because, after the talk, they felt the need to grow income."
HR Manager, Bpo firm
FINAL NEXT STEP
Make it easy to ask a question
Whether you want to ask a question first or book a conversation, this is the easiest place to take the next step.
Start with a Short Inuiry
Send a short message first if that feels easier than booking immediately.