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 PURPOSE
Our mission is to revolutionize financial education, empowering individuals and communities to thrive. Leveraging our founder's 20-year finance expertise, we provide personalized support to diverse groups and individuals, equipping them with the skills and confidence to manage their finances effectively and secure their futures.
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We strive for tangible results, improving financial stability and overall well-being. By partnering with businesses, we promote social responsibility and tailored programs for their employees.
Our vision is to lead the personal finance industry, inspiring knowledge, experience, and social commitment.
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We aim to create a future where everyone can make informed financial decisions, regardless of background. Through our tailored approach, we seek to drive economic stability, well-being, and lasting impact for all.
HOW WE DO IT
EXPERIENCE
&
KNOWLEDGE
LOVE FOR NUMBERS AND LOVE
FOR PEOPLE
HIGH QUALITY AND INTERACTIVE CONTENT
STRONG VALUES
Customized programs tailored to life-changing results, prioritizing the human connection, fostering an environment where participants feel supported throughout their financial journey.
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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
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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 personal financial plan and and equip them with resources to remain on track.
Whether in-person or online, our interactive sessions are tailored to impart practical insights on budgeting, investing, saving, and planning for future financial stability.
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Our program is based on three blocks: MONEY FLOW, MONEY GROW, MONEY PRO®.
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