FINANCIAL COACHING WORKSHEET

Financial Coach: Jellie Ann Villarete

Licensed Financial Advisor | The Bright Millennial |
Facebook: jellie ann villarete | Cell: 09516130386 | Email:jellieann.g.vill

Date MR. PJ RODRIGUEZ Current Age

Name Peak Age
Email Working Years Left
Contact No. Monthly Net Income

YOUR LIFESTYLE
Operating Activities (NEEDS) Investing Activities (SAVINGS)
Description Cost Description
REMITTANCE 15,000.00 PLEASURE & RETIREMENT FUND
LOT 10,000.00 EMERGENCY & CALAMITY FUND
UNUSED 5,000.00 INSURANCE
LIFE INSURANCE
TOTAL DISABILITY BENEFITS
36 CRITICAL ILLNESS BENEFITS
HOSPITAL INCOME BENEFITS
SAVINGS AND INVESTMENT - AGE 45

% of Monthly Income
Minimum Amount Needed
Amount Not Invested
TOTAL Php40,000.00
% of Monthly Income 0.8 Cash Flow Summary
Recommended Limit 30000 Operating Activities
Unused Allocation Php0.00 Investing Activities
Amount Exceeding Limit Php10,000.00 1E+05 Financing Activities

YOUR WEALTH
PROTECTION REQUIREMENT ASSETS
Insurance Coverage Amount Banks Balance
Recommended Php6,000,000.00
Company insurance Php1,000,000.00
Life insurance 1 Php700,000.00
Life insurance 2 Php2,450,000.00
Life insurance 3 Php3,000,000.00
Life insurance 4 Php750,000.00 Total Php0.00
Total Php7,900,000.00

0000001
 Insurance Gap Php1,900,000.00 DEBTS

Critical Illness Coverage Amount

Recommended Php2,000,000.00
Actual Php2,000,000.00
Critical Illness Gap Php0.00 Total Php0.00

CHILDREN’S EDUCATION FUND

Name Age University Current Tuition Tuition by age 18
Baby Php0.00
Php0.00
Php0.00
Php0.00

NOTES & REMINDERS

0000002
ORKSHEET

6 | Email:jellieann.g.villarete@sunlife.com.ph

Age 25
e 45 Retirement
Years Left 20
Net Income Php50,000.00 Future Value -Php109,556.16 inflation

IFESTYLE
Activities (SAVINGS) WANTS
on Cost Description Cost
EMENT FUND 2,500.00 WANTS 10,000.00
AMITY FUND 2,500.00
5,000.00
ANCE 2M
Y BENEFITS 1M
SS BENEFITS 1M
E BENEFITS 2.5K
MENT - AGE 45 1.2M

0.00
Php30,000.00 15000 TOTAL Php15,000.00
Monthly Income 0.6 % of Monthly Income 0.3
Amount Needed 10000 5000 Recommended Limit 10000
ount Not Invested 0 0 Amount Exceeding Limit Php5,000.00

Flow Summary Your Magic Number

UNHEALTHY
HEALTHY
UNHEALTHY
-Php26,293,477.72
WEALTH
ASSETS Total Life Insurance
Assets Value
Php1,900,000.00

Total Education Fund

Php0.00
Total Php0.00
Total Emergency Fund

0000003
 Emergency Fund
Php210,000.00
Requirement
Minimum Php150,000.00
Maximum Php300,000.00 Total Critical Illness Fund
Actual Php360,000.00
Php0.00
Minimum EF Gap Php210,000.00

Total Assets
Php0.00
on by age 18 Education Fund Needed
Php0.00 Php0.00
Php0.00 Php0.00 Estimated Gross Estate Tax
Php0.00 Php0.00
Php0.00 Php0.00

0000004
Table 2

0000005
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