FI/RE Up Your Life:
Young Professional’s Guide to Financial Freedom

Duration: ~ 8 hours | Choose: 1, 2 or 4 sessions | Fee: PROMO🔥

Training Objective:

By the end of this program, participants will understand the principles of Financial Independence and Retire Early (FI/RE), develop a personalized FI/RE roadmap, and develop an actionable roadmap to achieve financial freedom through calculated savings, investment strategies, and lifestyle design.

Training Outcome:

Participants will be able to develop a personalized financial independence plan.

Program Delivery:
All sessions are conducted online via Microsoft Teams in a one-on-one format, ensuring personalized attention and flexibility.

Module 1 

Unlock the Code: Understanding the FI/RE Concept

•       The Origins & Evolution of FI/RE

•       The purpose of FI/RE

•       My Personal FI/RE journey

•       The Vicious Cycle vs. ESSIE Model

Module 2

The Road to FI: Calculate, Design, Visualize

•       Calculating Your Financial Independence (FI) Number

•       Designing Your Portfolio

•       Have Your FI/RE Snapshot

Module 3

The 8th Wonder of the World: The Magic of Compounding

•       Understanding the Power of Compounding

•       Key factors that accelerate money growth

•       Determine your monthly contributions to your investment tool (e.g., EPF)

•       Updated FI/RE Snapshot

Module 4

From Earning to Investing: Your Money Game Plan

•       Boost Your Income

•       Track Your Expenses

•       Spend Less & Save more!

•       Before You Invest: Are You Ready?

•       Explore Investment Tools: Pros & Cons

What makes this program different?

Unlike typical FI/RE workshops, you won’t be left figuring things out on your own after the session. As a Microsoft Certified Excel Expert and HRD Corp Certified Trainer, I’ve developed a series of simple yet powerful Excel tools that participants will receive to immediately start planning, tracking, and optimizing their financial independence journey. I.e., Financial Independence Number Calculator, Compounding Growth Calculator, Expense Tracker, Portfolio Planner, Fund Longevity Estimator & EPF Growth Planner. Walk away not just with ideas but with proven, customizable financial planning tools to start your FI/RE journey confidently.