Mpower Investments Planning Programs
Duration: Ten (10) weeks for a standard Program
Formula: Group/One on one sessions
Investment planning starts with proper financial planning. Planning your financial life is not a one-way conversation.
Investment planning starts with proper financial planning. Planning your financial life is not a one-way conversation. It’s a relationship between yourself and your most trusted Finance Coach.
Our goal is to guide you in revealing your vision of what your desired future looks like and once in place, we work together 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.
- 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.
Individuals & Groups of persons
We all hire specialists when the need arises. 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).
We will walk with you step by step in:
- Developing your Investments vision & strategy
- Creating your Investments Foundations
- Understanding Risks, Returns and Time value of money
- Developing your SMART Investments goals
- Portfolio Planning
- Estate planning
Sessions Engagement
The sessions are inclusive and client-focused. They entail interactive discussions, calculations & analysis, journaling and assignments.
The financial investment into a standard program is Ksh 40,000
for a standard 10 weeks program with Ksh 2,000 registration fee.
Unique financial/investment needs you may have will be charged differently depending on the nature and complexity.
