Description

We all hire specialists when the need arises. If you have tried to fix your financial situation but were unsuccessful or unable to maintain the positive Money management behaviors, then a Money Coach would be a great investment into your Personal Finance Fitness.

This Personal Finance Planning program is Practical, Structured and Personalized. It is inclusive and client-focused. It helps participants gain an overview of their personal financial situation and be able to plan their finances for a lifetime of financial well-being. Our mission in this program is to walk with you step by step in facilitating you put order in your money and live your ideal financial life by making the most out of your assets and other resources.

It is a 10 weeks Practical and Personalized Finance planning program that helps you have a complete overhaul of your Personal Finances. It is ideal for:
🎯 Individuals
🎯Couples

It helps you evaluate your Personal Finance Journey in terms of where you are right now, where you want to go and how you will get there.

It is meant to help you have a clear strategy, put order in your money and be on top of your game financially. The end product is a clear personal finance plan and a lifetime of financial well being.

Objectives

To assist participants set financial goals, devise a savings plan, and work toward achieving the   pre-set financial goals.  At the close of the program, the participant should be able to:

• Interrogate their relationship with money
• Set and start working towards your C-SMART Personal Finance Goals
• Personal budget effectively
• Interrogate debt and have a debt action plan
• Start/enhance investments for your goals
• Develop an income protection, replacement & continuity plan
• Plan & Protect your estate
• Seek further financial help from a professional

Engagement

Once you sign up, you will be assigned a Finance Coach who will be your accountability partner. The Coach will walk the path with you, to help make sure the work actually gets done (we all know how easy it is to get excited about a project, only to look back a year later, to realize we’ve let other things take priority).

You will also be provided with the Master your Money- A Handbook, Guide & Financial Freedom Manual for use in the program. They are specifically designed to help you have a bird’s eye view of your personal finances and thus kick off or propel your journey from a clear, informed and strategic point of view.

Rules of engagement

• The sessions will be scheduled on a weekly basis on a mutual agreement.
• There will be utmost confidentiality on any personal information shared during the sessions. No information will leave the room by either party without their consent.
• All the parties will keep time so that the sessions start and end on the agreed time.
• The client will allow the Finance Coach to challenge and encourage them in order to make steady progress and help them avoid pitfalls along the way.
• Both parties will be optimistic and make the most out of the sessions. This includes doing all the assignments for the sessions.
• Consultancy fees must be paid at least 50% for the sessions to kick off.

Meeting Frequency

This program will have a total of 6 themed 1.5-hour sessions happening weekly with assignments and homework at the end of every session. The home works are designed in such a way that they help you evaluate your personal finances deeply.

Just treat this like that hot date or a serious Doctor’s appointment that you cannot afford to miss! The Coach will be your accountability partner and sounding board for progress or when things get out of hand.  Whichever option you choose, know that the work you put in today will pay off in freedom and flexibility for the rest of your life!

Sessions Engagement

The sessions are personalized, inclusive and client-focused. They entail interactive discussions, calculations & analysis, journaling and assignments. The client is entitled to at least one open house session at the beginning to explore your financial potential, areas of stuckness and tools for personal action and growth.

Delivery

The Coaching is personalized, highly interactive and could get invasive.  The Coach will always call upon you to engage in activities and discussions throughout the session(s). We also make use of various strategies and assignments to empower you around your personal finances.

We do not just train/ coach, we also provide you with the different personal Finance Planning tools including exposing you to different saving and investment options, Pension plans among others.

Financial Investment into a standard program

Your investment will be Kshs. 25,000.00 for a standard 10 weeks Personalized Finance Planning Program. This is a short time special.

Booking

• Pay the requisite fees via M-pesa
• Buy goods till number 9 8 1 9 1 8 3
• Cheques can be written in favour of Elizabeth Waithaka
• Forward the M-Pesa confirmation message to: +254 727 143 313 for booking
• Provide a location where the Program handbook and communication where the class links will be sent well before the session.
• Free your schedule and block your session time for the next 10 weeks.

Feel free and welcome to reach out for more details.
Call/Text/Whats app us on +254 727 143 313.