Achieve Your Financial Goals
Discover the Power of Organized Finances and Strategic Planning
— All in One Place.
Do you feel lost when it comes to managing your finances?
Are you worried about the future, unsure how to save for unpredictable events or plan for the predictable ones?
Many of us face these challenges, especially living far from home.
Imagine...
...facing a sudden job loss or a medical emergency without any savings.
Or, think about reaching retirement age without enough money to enjoy your golden years.
Without a clear plan, these scenarios can turn into harsh realities, leaving you and your loved ones in a tough spot.
The stress of not being prepared for life's predictable expenses, like rent renewal or your child's education, can add to the burden, making it hard to enjoy life today.
Your are not alone.
Eight years ago, I stood exactly where you are today – confused, overwhelmed, and making one financial mistake after another.
I was a ship lost at sea in the vast ocean of investment options, debt management, and savings strategies.
Every decision felt like a gamble, and more often than not, I ended up back at square one.
I wasn't just losing money.
I was also losing hope.
But then, everything changed.
I discovered a method & developed a tool that turned my financial chaos into a clear, navigable road map.
This wasn't about quick fixes or overnight success.
It was about understanding the core principles of financial wellbeing and applying them with discipline and purpose.
Through years of refinement, this system has evolved into the Financial Road Map tool, a way for those seeking clarity in their financial journey.
And I've dedicated my life to sharing this knowledge, guiding Overseas Filipinos towards a future of financial freedom and security.
Introducing..
Kuya Jay's
Financial Road Map
The only tool you need to help you with your finances!
Gain Clarity
Unravel the complexities of your finances, setting the stage for a clear and confident journey towards financial independence.
Simplify Your Finances
Our tool is designed to guide you through the hierarchy of financial needs, from preparing for unpredictable events to planning for the future.
Make Smart Decisions
Learn how to use the tool effectively, master the art of smart, personalized planning, and craft a roadmap that aligns seamlessly with your lifestyle.
So, Why A Financial Road Map?
|
✅Financial Roadmap |
❌Financial Roadmap |
|---|---|
|
Clear financial goals |
Uncertainty about the future |
|
Simple saving strategies |
Stressful money management |
|
Smart investment moves |
Missed financial opporunities |
|
Financial happiness |
Financial worry |
Inside the Course
Introduction to the tool and download link
In this part of the course, we'll dive into discovering your "Financial Why." This is all about understanding the deeper reasons behind your financial goals. Maybe you want to provide a better life for your family, achieve financial independence, or support a cause you care about. This module will also help you define what true success is, eliminate limiting beliefs around money, know how you are shaped for your Financial Why and craft a Purpose Statement.
In this course segment, we'll focus on two key concepts: understanding your net worth and setting clear financial goals.
Let's explore the Hierarchy of Financial Needs, a powerful approach to help you understand and prioritize your financial goals. Just like building a house needs a strong foundation first, managing your money starts with covering basic needs before moving up to bigger financial goals.
We'll put everything in an Intentional Spending Plan and you'll also see if you are financially fit with the help of personal finance ratios.
Get the Financial Roadmap Today!
✅15 Easy-to-Follow Videos
✅11 Personal Finance Templates
✅Instant 1-Year Access
✅Exclusive Community
✅30-Day Money Back Guarantee
$500
$150
Price will go up as more modules are added.
About Kuya Jay
I'm Jay Adrian Tolentino, but you can simply call me "Kuya Jay."I'm a Certified Financial Education Instructor and Financial Coach based in the UAE. My mission is to empower Overseas Filipinos by teaching them how to save, budget, invest, and live life on their own terms through Financial Education and Coaching.
This journey to financial expertise was paved with challenges, including falling victim to scams, purchasing unnecessary and expensive financial products, losing money due to improper investment strategies, and accumulating debt during my first year as an expat.
My commitment to Financial Literacy has established me as a trusted authority on money matters.
I've had the privilege of sharing my insights with various organizations, companies, and universities.
In addition to individual coaching, I conduct financial wellness programs for multinational companies in the UAE, helping employees navigate their financial journeys with confidence.
In 2020, I was honored to speak at the Philippine Congress about a national issue affecting the financial well-being of Filipinos living abroad.
Currently, I host the Pera & Purpose Podcast, where I teach people how to use money as a tool to lead a meaningful life.
CREDENTIALS
- National Financial Educators Council - Certified Financial Education Instructor℠
- Chartered Insurance Institute (CII) - Award in Financial Planning
- Chartered Insurance Institute (CII) - Award in Investment Planning
- Registered Financial Planner (RFP)
- Associate Financial Planner (AFP)
Frequently Asked Questions
What is Kuya Jay's Financial Road Map?
Not just any Excel sheet, but your personalized finance navigator. This sophisticated tool is a carefully crafted network of interconnected sheets, designed to demystify your financial journey. It's the same tool I use personally and share with my paying clients.
Can I use this if I have no prior financial knowledge?
Absolutely! The Financial Road Map is designed for individuals at all levels of financial literacy. I want a tool that can be used by those who are just starting with their finances.
Why is there a cost for this?
The tool is a culmination of my extensive experience, paid certifications, and mentorships. It's an exclusive resource usually reserved for clients in my 1,994 AED ($540) coaching program.
Will I get direct coaching from Kuya Jay?
No, the Financial Road Map tool is designed for self-guidance in managing finances, with recorded videos to answer your questions. While I update these videos regularly to cover as much as possible, personal coaching is available at 900 AED ($245) per hour if preferred.
Can I ask for a refund?
Yes, we offer a 30-day money-back guarantee if you don't see the value of the tool.
What if I have a question that is not covered by the video tutorial?
We have an exclusive community for the users where you can ask questions.
What People Are Saying
Have a question?
Let's have a chat over a cup of virtual coffee.
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Have a great day!