Clarity Call/Pick My Brain

For the client who needs expert insight on a specific financial question or decision

Features:
  1. A focused 1-hour virtual consultation
  2. Get clear guidance on any pressing financial decision
  3. Access to pre-call questionnaire to tailor the session to your needs
  4. Tap into my expertise, frameworks and networks
  5. Client leaves with clarity and next step
  6. One-off session, no follow ups
  7. Get a summary email with bullet point takeaways, next steps, links to any helpful resources
    8. Cost: KES 8,000
Growth Partner/Accountability Partner

For the client looking for direction, structure, and support to build momentum

Features:
  1. A 1.5 hour onboarding/need analysis session
  2. Creation of a customized short term financial plan
  3. Investment portfolio setup or rebalancing support
  4. Direct hand holding to get started with action steps e.g., connecting with brokers, setting up accounts, or selecting funds).
  5. Ongoing support via WhatsApp, email, or short calls
  6. Annual or semi - annual review call (at a discounted cost)
  7. Google sheets tracker template for budgeting, goals or investments
  8. Access to private client only financial resource pack
    9. COST: KES 15,000
Elite Advisory

For the client who wants personalized, in-depth strategy and face to face connection

Features:
  1. 2 hour in person session at a mutually agreed location e.g., your office, a café, or a rented meeting space).
  2. Full Pick My Brain + Need Analysis Experience (Level 1&2)
  3. Deep dive into strategy, investments, income goals, insurance, debt, etc
  4. Summary report after the session
  5. Option to bring your spouse/partner at no extra cost
    6. Cost: KES 20,000