1 : 1 Coaching
The one on one coaching takes individuals through a journey of self discovery and awareness on their relationship with money, their value system that inspires long term financial goals. Financial goals that influence and shape budgets and investment plans. The coaching is split into the below modules.
Good With Money
- Identify your good and harmful habits.
- Identify your money wounds and Develop a Healthy Money Mindset.
- Clearly define your goals and Align your Goals with your values.
- your SMART Financial Goals.
- Develop
Crush Your Budget
- Developing a Goal-based budget. And other Types of Budgeting techniques.
- Expense tracking accountability and Financial Health Ratios.
Drown Your Debt
- Learn about and develop Debt Repayment strategies
- Learn how to leverage debt for wealth creation
Become An Investor
- How to Align your Financial Goals with the right investments.
- What you need to know before investing and write your Personal Investment Plan.
- Learn about Unit Trusts/Funds, Stock Market Investing, Bond Investing, Real
- Estate Investing, Business Investing and Retirement Planning
Build Your Business
- How to Write Your Business Plan
- How & What of record keeping.
- How to separate yourself from your business.
- Business Systems and Structures
Occupy The Stock Exchange
- How to do fundamental analysis.
- How to build your stock portfolio.
- How to invest in offshore stocks/ETFs
Chama Training
We can work with your Chama to help you put up administrative structures as well as Investment Plans that will help you achieve your goals.
Objectives
- Formulate and customize systems and structures that will work for the group
- Educating the members on investment options available for Chama's
- Develop investment plans for the Chama
Corporate Training
The purpose of the training is to equip the staff members with the relevant knowledge and resources that will enable them to develop financial wellness (personal saving plans and create awareness on investment options available).
Objectives
- Understand how financial history affects financial behavior
- Learn how to effectively write personal financial goals
- Understand the different investment asset classes
- Learn how to incorporate financial goals into personal budgets through saving and investment plans
Speaking Engagements
Juliet Odhiambo is an experienced and dynamic financial trainer and coach who has been sought out by various brands to empower the audience in the personal finance space.
Some of the brands that trust us…
