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ABOUT US

FPMI (Financial Planning and Management International) is a mission-driven and value-oriented business that provides personal finance consulting and educational workshops to people in all stages of their lives, to guide them to establish, grow and sustain wealth.  

 

Money affects almost every aspect of our daily lives and is an important factor in leading successful lives and happy relationships. 

 

Every person is the administrator of her or his financial resources and personal talents. 

 

Our mission is to create awareness of the importance of becoming wise administrators and provide financial education that will allow every person to design a financial plan that will truly change their lives.

OUR WHY

In our mission, we are dedicated to transforming lives and strengthening communities through personalized and effective financial education. With over 20 years of experience and a focus on small groups, we empower individuals and professionals from various backgrounds to take control of their personal finances.

 

Our commitment goes beyond teaching, aiming for tangible outcomes that improve financial situations and overall well-being. Furthermore, we strive to drive positive change in businesses by collaborating on their social commitment to employees through tailored programs to their specific needs.

 

Our vision is to be recognized as leaders in transforming the personal and business financial landscape, serving as a beacon of knowledge, experience, and social commitment. We envision a future where every individual, regardless of their background, is empowered to make informed and effective financial decisions. Through our personalized approach, we aspire to make a lasting impact on the economic stability and general well-being of individuals and organizations. We endeavor to create a world where financial education is accessible, effective, and transformative for all.

HOW WE DO IT

EXPERIENCE

&

KNOWLEDGE

PASSION FOR NUMBERS AND LOVE

FOR PEOPLE

HIGH QUALITY CONTENT

Customized programs and benefits tailored for life-changing results

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®

MONEY
FLOW

This workshop includes but it is not limited to the following topics:

1. What are my life financial goals?

2. Planning my money FLOW to achieve my goals

3. Crafting my personal budget:  How much do I SPEND, SAVE and GIVE?

4. Debt Reduction Plan

MONEY
GROW 1

This workshop includes but it is not limited to the following topics:

1. How do I make my money GROW?

2. Understanding financial principles such as the effect of interest rates and the importance of saving and investing.

3. Identifying my risk profile and investment goals 

4. How to invest in the financial markets

MONEY
GROW 2

This workshop includes but it is not limited to the following topics:

1. Investing for retirement

2. Investing in Real Estate

3. Starting a new business

4. Staying informed: How economics and politics affect my financial decisions

5. Giving: How do I contribute to a better world? 

MONEY
PRO

This workshop includes but it is not limited to the following topics:

1. How do I PROTECT my money?

2. Risk management planning: Insurance

3. Tax planning: Fundamental concepts

4. Estate planning: What will happen with my assets?

5. Getting organized: Filing and storage guides

OUR WORKSHOPS

Our engaging Financial Planning Workshops aim to educate participants, expanding, and safeguarding your finances.

 

Through these workshops, we guide students in creating a customized financial plan and and equip them with resources to remain dedicated.

 

Whether in-person or online, our interactive sessions are tailored to impart practical insights on budgeting, investing, saving, and planning for future financial stability.

Our programs are based on three blocks: MONEY FLOW, MONEY GROW, MONEY PRO®.

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WORKSHOP

  • Time and format is customized to employer’s preferences and needs

  • Weekdays

  • In person or virtual

  • At employer’s office or ours

  • Includes digital material

ONE DAY

WORKSHOP

  • 8 hours

  • 9 am - 5 pm

  • In person

  • Monthly session (Saturdays)

  • Includes digital material and snacks

HALF DAY

WORKSHOP

  • 4 hours

  • 9 am - 1 pm

  • In person

  • Monthly session (Saturdays)

  • Includes digital material and snacks

VIRTUAL

WORKSHOP

  • 1.5 hours

  • Online (live)

  • Bi weekly sessions

  • Includes digital material

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