21 Apr 2022

Personal Finance Clinics Open Forums

Investment planning starts with proper personal financial planning. Planning your financial life is not a one-way conversation. It’s a relationship between yourself and your most trusted Financial Advisor. Our goal in this financial clinic is to guide you in revealing your vision of what your desired future looks like and once in place, we work with towards reaching your goals.  Our mission in this program is to enable you live your ideal financial life by making the most out of your assets and assisting you to invest wisely for your future.

Targets Audience:

Individuals & Groups of persons as

  • Organizations >
  • Churches
  • Chama’s
  • SACCO Members
  • Families

Objectives

  • Assessing your current long-term savings and investments.
  • Understanding the relationship between  risks & Return
  • Identifying your risk tolerance level.
  • Choosing your unique savings and investment plan.

Engagement

We all hire specialists when the need arises. Once you sign up, you will be assigned a Finance Advisor who will be your accountability partner. The Advisor 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). We will walk with you step by step in:

  • Developing your Investments vision & strategy
  • Personal finance management
  • Developing your SMART Investments goals
  • Portfolio Planning
  • Getting out of debt
  • Estate planning

Sessions Engagement

The sessions are inclusive and client-focused. They entail interactive discussions, calculations & analysis, journaling and assignments.

Financial Investment into the program

There are open sessions for the Months of May & June 2022 as part of recovery from the effects of COVID 19 and Continuous personal finance empowerment. Unique financial/ Investment needs you may have will be analyzed differently depending on the nature and complexity.

Booking

There are limited slots in the months of May & June 2022. There are no charges for the sessions but prior booking is a requirement

Call, Text, WhatsApp us on +254 727 143 313

[email protected]

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