A written roadmap you keep.
Not a brochure. Not a proposal. A document that captures where you are, what matters most, and the order to tackle it in. It is yours, whether or not you ever work with us again.
Free · 90 minutes · By appointment
Free Financial Roadmap Session.
A 90-minute conversation. A written document you keep. No products discussed.
Book a Session
Booking this week
What this is
We build your roadmap together.
We sit down and build your written financial roadmap together. We cover the 6-Step Foundation, examine where you are today, and map what to do next. You leave with a document. No products are discussed in this session — ever.
What you leave with
Four things in your hands.
A snapshot against the 6 Steps.
Where you are on each of the six. Which step you have already completed. Which step is the next one to focus on. No guessing.
A next-step list.
What to do this month. This quarter. This year. In your language, not in financial jargon.
Answers to your questions.
Whatever you have wanted to ask about money but did not know who to ask. Emergency funds. Insurance. Mutual funds. Retirement. You name it.
Who this is for
And who it is not for.
The session is not right for everyone. Here is the honest split.
This is for you if you are…
This is not for you if you want…
How it works
Five steps from booking to document.
01
You book a time.
In-person at JY Square Mall, or online. You pick a slot that fits your week.
02
We talk. You do most of it.
The first 30 minutes are yours. What is happening in your work, your family, your goals. We listen before we map.
03
We build the roadmap together.
The next 45 minutes. We map your situation against the 6 Steps. Where you are. What is next. What to skip for now and why.
04
We review it. You ask questions.
Nothing is rushed. If a step does not make sense, we rewrite it in plain language until it does.
05
You leave with the document.
You decide what happens next. There is no second meeting unless you want one.
Who you will be meeting
Erlwin S. Abanggan.
Erlwin S. Abanggan
IMG Executive Marketing Director. Trainer. Twenty years teaching the 6-Step Financial Foundation to Filipino families and OFWs. Based at JY Square Mall, Cebu.
Questions
What people ask before booking.
Is this really free?
Yes. No hidden fee, no product, no catch.
What if I do not have money to invest yet?
Then this session matters more, not less.
Do I need to bring anything?
Just your questions. Bring numbers if you have them.
How long does it take?
90 minutes, sometimes less.
Can I bring my spouse or partner?
Yes — encouraged. Decisions about money are easier when both people are in the room.
What if I am an OFW?
Online sessions are built for your time zone.
Will you sell me something?
No. Not in this session. If you ask about products, we will schedule a second conversation.
The session is free
Free. No obligation. No products discussed.
Booking a session costs nothing. Walking away from it costs nothing. If nothing else, you leave with a written document you can use with any advisor, at any company, forever.
At JY Square Mall, Cebu, or online. Reply within one business day.
If you want to go deeper
Two more ways in.
Wealth Academy Program
Six modules. The full 6-Step Financial Foundation. You become your own financial expert — the thing most people pay an advisor to be.
IMG Preferred Membership
One membership. Direct access to Kaiser HMO, life insurance, mutual funds, and every partner in the IMG network — at member rates.