Our Story Started With a Simple Question

Why do some people achieve their financial dreams while others struggle despite having similar incomes? That question led us down a path of discovery that changed everything about how we approach financial planning.

2019

The Spark That Started Everything

Norberto Kasovich was working late one evening when a colleague mentioned losing their retirement savings to poor investment choices. That conversation wouldn't leave his mind. Here was someone who earned well, saved diligently, but still ended up financially vulnerable. The traditional advice of "save more, spend less" clearly wasn't enough.

Early planning sessions and financial research

We started Connect Digital First Spot in a small office in Butuan City, convinced there had to be a better way to help people achieve real financial security. Our first clients were friends and family members who'd watched us successfully navigate our own financial challenges.

2022

Growing Pains and Real Lessons

By 2022, we had dozens of clients, but we were making mistakes. Some clients weren't following through on their plans. Others had unrealistic expectations about timeline and results. We realized that financial planning isn't just about numbers—it's about changing deeply ingrained habits and beliefs about money.

That year taught us humility. We restructured our entire approach, focusing more on education and gradual habit changes rather than dramatic financial overhauls. Our client success rate improved dramatically once we started treating financial planning as a long-term relationship rather than a quick fix.

2025

What We've Learned About Real Success

Today, we work with over 200 families across the Philippines. What strikes us most is how different each success story looks. Some clients doubled their emergency funds. Others finally started investing consistently. A few paid off debts they thought would follow them forever.

Modern financial planning tools and client consultation

But the real victories aren't just financial. It's the peace of mind when unexpected expenses arise. It's the confidence to make career changes because you have a safety net. It's sleeping better knowing you're actually prepared for the future you want to live.

Where We're Headed Next

Financial security shouldn't be reserved for people who understand complex investment terminology or have large starting amounts. We're building tools and programs that make sound financial planning accessible to working families throughout the Philippines.

Expanding our educational workshops to rural communities
Developing simplified planning tools for young professionals
Creating support groups for clients working toward similar goals
Training more advisors who understand local economic realities

Financial advisor planning future services