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Save, Protect & Grow Your Money.

My Wise Finances offers FREE financial planning. We help provide personalized plans so you can achieve your money goals.

Start Your Financial Plan

What is a Financial Plan?

A financial plan gives you a road map of how you’re going to use your money to achieve your goals.

A financial plan can help you:

SAVE MONEY​

To meet your short and long-term money goals.​

PROTECT MONEY​

To ensure the financial security and leave a legacy for your family.

GROW MONEY

To build a retirement fund or prepare for big life events.​

Financial Planning Dream Board

What is covered in Financial Planning?

INCOME PROTECTION

Do you want to secure the financial future of your family through life insurance? Learn why you need to protect yourself.

RETIREMENT​

Learn how you can plan for retirement, build a fund for your worry-free golden years. You can learn the many investment options.

EDUCATION

Plan for the bright future of your child. Learn how you can plan for their education so you can send him/her to college.

CRITICAL ILLNESS​

Plan for your safety net in case of critical illness. Discover how much to save for critical illness coverage and hospitalization benefits.

INVESTMENT​

Do you want to grow your money or diversify your portfolio? Learn how to invest to achieve your financial goals.

ESTATE PLANNING​

Do you want to keep your estate intact for your loved ones? Learn how you can use life insurance as estate tax shield.

A financial advisor can help you create a plan that's right for you!

We’ll conduct financial needs analysis. We’ll offer solutions such as life insurance, investment or VUL based on your needs and goals.
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What is VUL?​

"My Name is Faye Rocero, I'm a Licensed Financial Advisor at your service!"

Request a FREE PROPOSAL

PROVIDE YOUR INFORMATION

All information you provide will be kept completely confidential and used only for the purpose of creating a personalized proposal.