• jpm.mdrt@invest-wisely.com

LEARN. LEAD. LEAVE A LEGACY.

LEARN. LEAD. LEAVE A LEGACY.

Turn your Purpose into Profit and help others do the same

Discover how to build your own financial planning business and shortcut your way to success with guided mentorship & support.

500+

CLIENTS

SERVED

200+

TRAININGS

CONDUCTED

60+

PLANNERS MENTORED

Calling All Young Achievers

Are you one of those who feel trapped in this cycle?

  • You're stuck in a job with limited growth and capped income.

  • Your side hustles eat up time but don’t bring lasting results.

  • You're exhausted from long hours, traffic, and the constant chase for "more."

  • You pay the bills, but not really moving forward financially.

  • You're wondering if there’s a better way, but unsure where to start.

If this sounds like you, know that you’re not alone.

I understand what it's like to want more for your life.

Over the years, I’ve mentored many young professionals who felt exactly the same way.

I’ve been there too.

When I first started in financial planning, I just wanted to help people and build a stable future for my family. What I didn’t expect was how deeply this work would shape me, how it could become a mission, not just a career.

It wasn’t easy. I had to put in the work. But thanks to my amazing mentors, I’ve discovered how the right guidance and a proven system can transform not just income, but lives.

That’s why I’ve made it my mission to mentor others as well, helping them turn their potential into progress, their effort into results, and their work into purpose.

Because our country needs more wealth advocates,

not just insurance agents.

In a world where “insurance selling” often gets a bad reputation, we at Soaring Financial Planners, are choosing to raise the standard.

We believe that every Filipino family deserves sound financial advice, ethical planning, and true stewardship, not pressure or persuasion.

That’s the vision behind

A guided mentorship for aspiring financial planners who want to create meaningful impact, achieve financial freedom, and build a career rooted in purpose

This mentorship is for you if...

You're someone who:

  • Feels called to make a difference through financial literacy

  • Wants to build a career that aligns with your values and purpose

  • Is eager to learn from a world-class mentor in financial planning

  • Desires both professional growth and personal fulfillment

  • Believes in helping families secure their future with integrity

Begin your journey in

3 Simple Steps

Book a

Discovery Call

Start with a simple conversation. We’ll talk about your goals, answer your questions, and see if this mentorship is the right fit for you.

Follow the

Training Roadmap

Get guided through our step-by-step mentorship, from foundational learning to certification and personal branding. You’ll never walk this path alone.

Start Growing

Your Business

Apply what you’ve learned, serve real clients, and grow your income — all while making a lasting impact through financial planning.

Here's what you'll gain inside the

Purpose & Profit Pathway

Purpose + Vision Clarity

  • Craft your personal mission, vision, and life goals

  • Discover your “why” as a wealth advocate

  • Build confidence in communicating your purpose

Professional Mastery & Licensing

  • Step-by-step guidance toward IC licensing

  • Elite Starter Course & RFP Training

  • Master the financial planning process from foundation to application

Branding & Client Building

  • Personal branding and social media visibility training

  • Lead generation strategies and content creation support

  • Access to a pool of prospects and marketing resources

Mentorship & Community Support

  • Weekly team learning sessions

  • Access to the Soaring Financial Coaches community

  • Regular mentorship from seasoned wealth planners

Growth Pathway

  • Level 1: Master the Financial Planning Process

  • Level 2: Build your Personal Brand

  • Level 3: Share your message through seminars, books, or coaching

Hi, I'm

Julie

For over 20 years, I’ve been helping Filipino families protect what matters most — their future, their legacy, and their peace of mind.

I started as a solo financial planner, unsure of where this path would lead. But along the way, I discovered that financial planning isn’t just about numbers. It’s about people, purpose, and stewardship. That’s how Soaring Team was built.

Today, as a Life & Wealth Coach, I’ve made it my mission to mentor others who want to build meaningful careers in financial planning.

Through The Purpose & Profit Pathway, I’m here to guide you — not just to earn more, but to live and lead with purpose.

As Featured In

Built on Trust & Transparency

This mentorship is not about recruitment or high-pressure selling.

It’s a professional development pathway that can open doors — whether you choose to practice independently, collaborate with a team, or pursue a long-term career as a certified wealth planner.

Our goal is simple: To empower you with knowledge, tools, and mentorship so you can make informed, values-driven decisions about your career and your clients’ futures.

Words from Soaring Team Members

Coach Julie is very supportive in encouraging us to pursue our plans and goals. Her trainings bring out our greatest potential to produce sales.

The Soaring Team helps me to keep going, developing in me the courage and knowledge to be a good wealth and financial planner.

Minda Suson

Aside from the learnings, what I appreciate most about being part of Soaring Team is how Coach Julie supports her team in all aspects: from prospecting, to sales closing, to client handling, all the way to regulatory compliance.

She always makes time for mentoring sessions and keeping the team updated to ensure that no one gets left behind.

Melissa Abenojar

I stayed in this career as a Financial Wealth Planner not only because of the material perks & travel that it provides, but more because I have felt that I belong to a second family.

I am also thankful for the endless trainings from Coach Julie that equip us to become better, if not the best, Financial Wealth Planners.

Ruth Rodriguez

Your Questions Matter

and we're here to answer them

Do I need to be a finance or business graduate?

Not at all. Many successful planners started from totally different fields — teachers, nurses, engineers, even creatives. What matters most is your willingness to learn and your heart to help others. This mentorship gives you full training and support to start strong, even if you’re new to finance.

Can I do this while keeping my current job?

Yes! The program is designed for working professionals. You can begin part-time, learn at your own pace, and build your practice gradually.
Many of our planners started by dedicating just a few hours a week, and grew from there once results came in.

Is this just about selling insurance?

That’s a common misconception.
Financial planning is about educating, guiding, and empowering clients to make wise decisions about their money. Insurance is only one tool. We also cover investments, retirement planning, and legacy building, so you become a trusted financial coach, not just a salesperson.

What if I’m not good at sales or talking to people?

No worries. You don’t have to “hard sell.” You’ll learn how to communicate with empathy, ask the right questions, and share practical solutions confidently. Our mentorship includes client conversation frameworks, branding support, and mentorship calls that help you find your own authentic style.

Is the income really worth it?

Absolutely! Financial planning offers uncapped earning potential and, more importantly, sustainable income through renewals and referrals.

You’ll learn to set clear goals, manage your time, and build multiple revenue streams, without chasing random side hustles. It’s not a get-rich-quick path. It’s a get-stable-and-grow-smart one.

I feel overwhelmed. Where do I even start?

That’s exactly why this mentorship exists.
We’ll guide you step-by-step — from training and licensure to building your first client base and personal brand. You’ll always know your next move, with mentors and peers walking beside you.

How soon will I see results?

Most mentees start seeing progress within 3–6 months of consistent action. We’ll help you set realistic milestones and celebrate every win — big or small.

Do I need to invest money to start?

Yes, there’s an initial investment for training and licensing, but think of it as building an asset... your own career.
You’re not just buying a program; you’re building a profession that can grow with you for life.

Ready to Build a Career that Builds Others Too?

Join the next batch of

Your future deserves a plan. Let’s build it together.

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