Fatima Ilagan

Fatima is dedicated to helping her clients achieve their long-term financial goals by referring to the fundamental principles of financial planning – focusing in on those controllable factors of cash flow planning, prudent tax planning, retirement planning. Simultaneously, not forgetting to touch on those uncontrollable factors via implementing a risk management portfolio plan in place to plan and prepare for the unforeseen.

Balancing out her schedule, Fatima enjoys spending time with her family via traveling, by attending her children’s extracurricular activities, reading books and passing on what she’s learned to her children on the value of financial education.