March Slots Are Now Open (4 Slots Only!)
Secure your application now before all spots are taken.
I'm opening 4 spots this March for Overseas Filipinos who want to fix their scattered investments and build a clear retirement plan in 90 days.
You're earning well overseas. You save. You invest. But your money is spread across 5 apps, 8 asset classes, and multiple countries. Walang clear strategy na nagho-hold sa lahat.
You check balances every month. You compare returns. Screenshot dito, spreadsheet doon.
Pero pag tinanong ka: "On track ka ba to retire by 50 or 55?"
Hindi ka sure.
Kasi tracking is not the same as having a strategy.
This March, the Early Retirement Blueprint has one specific focus:
Fix Your Scattered Investments in 90 Days.
Sa first 6 weeks, we go through everything. Every account, every product, every peso. We remove the clutter, align your investments to your actual retirement timeline, and build a portfolio structure na may direction.
Hindi yung tipong "sana tama to" every time the market moves.
4 spots lang. Applications close Feb 28, 9PM (PH Time) or when full.
Hindi yung tipong "sana tama to" every time the market moves.
Here's what we're doing...
Our goal is simple: Retire before 60 with clarity, control, and confidence.
Not guessing if your money is enough.
Not scattered across 15 accounts with no plan.
Knowing you can stop working when you choose to. Not when you're forced to.
I've helped dozens of OFWs earning $5K++ per month organize their finances, build global investment strategies, and create clear retirement roadmaps.
Clients like Ruth (who finally understood her full financial picture after years of confusion), Jefferson (who built a debt payoff plan and investment strategy in 90 days), and Bianca (who's on track to retire at 55 instead of 65).
Over the last 5 years, I've helped them gain the clarity and confidence to grow their wealth with simple, low-cost, globally diversified strategies. And most importantly, peace of mind.
And in 2026, it could be your turn.
I've got a great reputation because I only take on clients I know I can help.
It's a small group, so I'm looking for the best fit here.
This won't work for you if you...
Are just starting out, or rebuilding your emergency fund from scratch.
Think you can retire early without changing anything about how you handle money today.
Have worked with 3 other coaches and "they" were the problem.
Want someone to manage your money for you, or sell you financial products.
But if you...
Earn $5K+ per month and already save or invest, but your money feels disorganized.
Want a clear, written, numbers-based plan. Not generic advice or product pitches.
Are ready to implement, not just learn theory.
Know that you're the one who will take action and get the results.
Want to retire before 60 with options. Come home early, stay abroad, or choose how you live.
...This could be the year things get clear.
The plan is simple:
Phase 1: Clarity (The First 30 Days)
The first month is focused on knowing exactly where you stand and what you need to reach financial freedom.
We start with a 2 to 3 hour deep-dive session to map your full financial picture. Income, expenses, assets, debts, across all countries and currencies.
You'll walk away with your "Enough Number", the exact amount you need to retire before 60, and your Financial Roadmap showing your current status and the path forward.
We'll use projection tools to run scenarios: What if you retire at 55 vs 60? What if you move back home vs stay abroad? What if the market drops 30%?
No guessing. Just math.
That's Phase 1. One month to know if you're on track, or how far off you are.
Phase 2: Control (Days 30 to 60)
Now that you have clarity, it's time to organize.
We'll simplify your accounts. Label everything, consolidate where it makes sense, and build a clean structure across currencies.
We'll automate your cashflow so money flows automatically from salary to savings to investments, without you lifting a finger.
And we'll build your safety nets. Emergency funds, insurance review, and protection against the unpredictable.
Phase 2 gets you control so your money runs itself and you're not manually moving things around every month.
Phase 3: Confidence (Days 60 to 90)
Now that your money is organized and automated, you'll learn how to design an investment strategy that fits your goals.
We'll define your risk profile. Not some generic quiz, but a real conversation about your goals, timeline, and what keeps you up at night.
Then we'll explore how globally diversified ETF portfolios work. Simple, low-cost, evidence-based. So you can design an approach that fits your goals. No individual stocks. No speculation. Just broad, boring, effective diversification.
And we'll walk through how contribution rhythms and rebalancing rules work so you can decide what makes sense for your situation and when to ignore market noise.
Phase 3 gets you confidence. Knowing your wealth strategy is aligned to your retirement goals.
We make it easy to get started.
We start as soon as you're ready.
Once you join, we schedule your 2 to 3 hour deep-dive session and begin building your Financial Roadmap.
Over the next 90 days, we meet 6 times (every 2 weeks) to implement your plan.
Between sessions, you have message support for quick questions.
And after 90 days, you have a full blueprint you can run yourself. Or continue working together if you want ongoing support.
It pays for itself in clarity.
By the end of the first session, you'll know if this is right for you.
If you complete the pre-work, show up to the first call, and within 7 days you don't feel clearer about your money and next steps than you have in years, email me and I'll refund you in full.
As long as we're both good, we move forward with organizing and investing for the next 90 days.
So there's no risk to getting started, is there?
Here's the QuickFacts:
90-day private coaching program
6 deep-dive 1:1 sessions (every 2 weeks)
Deliverables: Financial Roadmap, retirement projection setup, global investment education framework, automation templates
Timeline: We start as soon as you join (1:1 private coaching, no waiting for cohorts)
Capacity: 5 to 7 clients per month (small group, high quality)
Guarantee: 7-day clarity guarantee after first session
Like I said, I'm only taking 4 people this March.
If you're an OFW or expat who earns $5K+ per month, already saves and invests, but your money feels scattered with no clear direction toward retirement, this is the simplest next step you can take.
Applications close Feb 28, 9PM (PH Time) or when full.
What happens next:
You book an application call with me
We check if it's a good fit
If we're aligned, you start immediately
If not, I'll tell you what to work on first and point you in the right direction
Jay
Important: This coaching program provides financial education and guidance. I am not a licensed financial advisor, and no specific investment or insurance recommendations will be made. I don't sell financial products or earn commissions from any provider. My only job is to give you honest, practical guidance that serves your interests. All financial decisions remain your responsibility. I recommend consulting a licensed financial advisor in your jurisdiction for personalized investment or insurance advice.