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Personal Financial Planning Consultation

"Everything that exists and is to exist in the future begins with an idea followed by a carefully crafted plan - that is backed with massive action and the determination to succeed."

-Glen McQuirk

To attain financial security that we desire requires a carefully crafted plan. SmartPlanner is the personal financial planning advisory package that we offer to help you craft one. Our personal financial planning and investment expert helps you understand the potential of your income to generate your financial security. We work with you to develop financial goals that guarantee your aspirations. We together prepare a monthly budget that accommodates the action required to achieve your goals. We agree with you on the investment options available to you and based on this, develop a financial model that forecasts your wealth growth over the set period of your plan. Armed with this, you are ready for massive action, and with determination, your financial security is safely within reach!

Fees:

 
Cost per participant
2 - 3 hour session
Ksh. 8,000


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