Personal Financial Planning as a Project

Personal Financial Planning as a Project


Greg Caramanica, PMP

Arlington Wealth Planning

PMIWDC Non-Member Rate

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If this is not what you were looking for, visit the PM Industry Insights page to find out about upcoming events, or read more about why PMIWDC does not delete these pages.


About the Presentation

Having been on the board of directors for the Project Management Institute (Washington D.C. Chapter), a project management practitioner, and a financial planner, it is only natural for Mr. Caramanica to bring project management and financial planning together. This PM Tools presentation discusses the topic of his latest article “Financial Planning as a Project,” which looks at personal financial planning through the lens of project management, describing the activities that a financial planner may perform in project management terms. These activities can also be performed by individuals to evaluate their own financial situation if they have the knowledge, interest, and time to do so. We take a look at financial planning activities in relation to PMI’s 5 phases of Project Management, and PMI tools and templates that could be used to complete each activity.
Event Location

Fairview Park Marriott
3111 Fairview Park Drive
Falls Church, VA, 22042

Agenda and Cost:


Immediately before the Chapter Dinner Meeting. at 5:30pm. Note that per PMI Global policy, a PDU is only available for attendees arriving within the first 10 minutes of the start of the program.
Special Instructions

Preregistration is required at this PM Tools session. To ensure adequate space for our guests, we began requiring preregistration and a small fee for PM Tools in October 2011.

PDUs Available: 
1.00 PDUs for Certified PMs

Event Keywords

Soft Skills


Effective communication, in general: audience, media / message, attention vs. "noise", etc.

Hard Skills


Navigating constraints introduced by a sponsor organization's structure, maturity, fiduciary landscape, etc.


Specific tips and techniques in the use of PM tools (SW, other)

About the Speakers

Greg Caramanica, PMP

Arlington Wealth Planning

Mr. Caramanica is the owner of Arlington Wealth Planning (, a local financial planning firm, and is a General Securities Registered Representative (Series 7 & 63) with Integrated Financial Planning Services (IFPS), a Financial Industry Regulatory Authority (FINRA) member firm.  He has also been a Project Management Practitioner for 17 years, working for multiple companies in the Washington DC area and serving on the Project Management Institute, Washington D.C. Chapter, Board of Directors for nearly 7 years (currently the Vice President in charge of Finance).  He holds a Master’s Certificate in Financial Planning, a PMI Project Management Professional (PMP) Certification, a Master’s of Business Administration, and Bachelor of Science in Decision Sciences and Management Information Systems.

About the PM Industry Insights

PM Industry Insights is PMIWDC's workshop series that addresses the practical aspects of Project Management.

These sessions are to provide you with insights on what is going on in the local industry so you can learn from it. This discussion-based session will include presentations on tools, industry panels, interviews with industry experts, workshops, etc. The target presenters will be individuals from PMO’s, university professors, consultants, etc. 

Both PM Industry Insights and the monthly dinner meeting are worth 1 Professional Development Unit (PDU) each to certified PMPs. Continued certification as a PMP requires the accumulation of these valuable credits and we are pleased to offer this opportunity to obtain both the important training and the educational credit associated with it.

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