● FREE · TAKES 2 MINUTES
Finally know exactly
how much protection
your family really needs.
Take a quick 2-minute assessment to discover the protection gaps that may matter most to you and your family — from life insurance and critical illness to income and health protection.
No complicated jargon. No pressure. Just a clearer picture of where you stand
- Rated 5 stars 50+clients
- 4 + years in experience
- ₱80M+ in coverage cecured
Financial guidance you can feel confident about.
Licensed Financial Advisor · Pru Life UK
Health Benefits Consultant · Maxicare
Purposeful planning. Protected future.
THE FINANCIAL GAP YOU CAN’T AFFORD TO IGNORE
Thinking you’re financially protected when you’re actually not.
Most Filipino families work hard to save, pay the bills, and provide for the people they love. But sometimes, we don’t realize how much our family actually depends on our income until something unexpected happens.
The question isn’t simply, “Am I financially prepared?”
It’s “Would my family still be okay if something unexpected happened?”
01
Your savings may not be enough.
Unexpected hospitalization, critical illness, or loss of income can quickly drain years of savings.
02
Your income may stop, but your bills won’t.
Even when you can’t work, your family’s daily expenses, loans, tuition, and other commitments still continue.
03
Your family may be left financially vulnerable.
Without the right protection in place, your loved ones may have to use their savings, borrow money, or carry the financial burden themselves.
Good news!
There’s a simpler 2-step process to help you understand your needs and protect what matters most.
THE WAIS WAY
KNOW. PROTECT. PLAN. — IN 2 SIMPLE STEPS.
Financial planning doesn’t have to be complicated. We start with understanding where you are today, what matters most to you, and where you want to go.
STEP 01
TAKE THE 2-MINUTE FINANCIAL CHECK
Answer a few simple questions about your income, family responsibilities, current protection, and financial priorities.
✓ Check your coverage
✓ Assess your needs
✓ Spot your gaps
STEP 02
FREE 1-ON-1
A quick, personalized session to understand your results and know your next best step.
✓ Personalized recommendations
✓ Plans that fit your budget
✓ No pressure, just guidance
A quick, personal session designed around you—not a one-size-fits-all plan.
Gain clarity without the pressure. Know your next best step.
PROTECT WHAT MATTERS
Plan for the
people you love
and the future you’re building.
From protecting your family’s income today to preparing for your children’s future and your own retirement, your financial plan should grow with your life.
✓ Life Protection
Help protect the income and financial future your loved ones depend on.
✓ Critical Illness Protection
Prepare for the financial impact of a major illness without putting your family’s plans completely on hold.
✓ Income Protection
Help create a financial safety net when your ability to earn is interrupted.
✓ Health Benefits
Explore healthcare options that can help you manage unexpected medical expenses.
✓ Education Planning
Start preparing today for the education and opportunities you want your children to have tomorrow.
✓ Retirement Planning
MEET YOUR WAIS MOMMA
Hi, I’m Dana — Insurance Planner & Accredited Health Benefits Consultant
Trusted by 50+ clients
With 4+ years in the industry, I’ve helped 50+ clients secure over ₱80M in life insurance coverage and plan for the financial protection that matters most.
I make things simple—no jargon, no pressure, just clear guidance and practical solutions that fit your real-life priorities.
MY CREDENTIALS
✓ Licensed Financial Advisor — Pru Life UK
✓ Accredited HMO Consultant — Maxicare
REAL PEOPLE. REAL PLANS.
Financial planning feels different when you have
someone in your corner.
Every family’s situation is different. These are real experiences from people I’ve had the privilege of helping with their financial planning and protection.
FEELING STUCK?
You’re working hard, but still feel like you’re
not getting ahead.
💰 “I know I should start saving, but saan ko ba uunahin?”
🛡️ “May insurance naman ako… pero enough ba talaga?”
📈 “I want to invest, but I’m not sure if I’m ready.”
💳 “May debts ako, pero hindi ko alam paano ko sila pagsasabayin with my other goals.”
👨👩👧👦 “What if something happens to me? Will my family be okay?”
🎯 “Ang dami kong financial goals, pero hindi ko alam kung paano pagsasabay-sabayin.”
These are some of the patterns we often see from people who take the 2-minute financial check.
FROM QUESTIONS TO CLARITY
AFTER THIS, YOU’LL HAVE…
01
CLARITY
Understand your goals, priorities, and current situation.
02
Options
See what may work for you.
03
A Plan
Recommendations that fit your needs and budget.
04
Confidence
Your next step, without the pressure.
I’ll walk you through your results, explain your options in simple terms, and help you see what may fit your needs and budget. And yes—it’s completely free, with no pressure to commit.
BEFORE YOU START…
Your age and health can affect your options and what you may pay.
The earlier you plan, the more choices you may have while you’re still healthy.
✓ HEALTH — Your current health can affect eligibility.
✓ AGE — Starting earlier may mean more affordable options.
✓ TIMING — Don’t wait until you need protection to start planning.
It’s not about rushing—it’s about giving yourself more options while you can.
STEP 1 OF 2
About You
Let’s start with where you are today.
This quick check helps me understand your priorities, responsibilities, and current financial protection. There are no right or wrong answers—and no pressure to buy anything.