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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 WORKSHOPS

Our interactive Financial Planning Workshops will teach you how to organize, grow, and protect your wealth. 


We will help you craft your personal financial plan and give you the tools to stay committed.

The program consists of three blocks:  MONEY FLOW, MONEY GROW, MONEY PRO®. These are divided into four sessions.

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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

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