Financial Coaching
A trusted guide for your financial decisions
One-on-one sessions that give you practical advice, a personalised plan, and the accountability to follow through.
Overview
What this service covers
Many people aren't looking for insurance or investments—they're looking for someone they trust to guide them. Our one-on-one financial coaching sessions provide practical advice, accountability, and a personalised plan to help you make confident financial decisions.
Coaching is a conversation, not a sales pitch. You bring your questions, your numbers and your goals; we bring experience, structure and honesty. Each session focuses on the decision in front of you — where your money is going, which investment fits, whether your cover is adequate, how retirement is tracking — and ends with clear actions you own.
Why this service matters
Most people do not lack information. They lack a trusted person to help them interpret it and stay consistent. Coaching closes that gap. It replaces guesswork and second opinions from social media with a steady, confidential relationship, and it keeps you moving when motivation dips.
What coaching includes
How we help
Practical support, not generic advice
Finance review
We go through income, spending, debt, savings and investments line by line.
Wealth plan development
Together we set targets and build a realistic plan to reach each one.
Investment guidance
We explain your options in plain language so you can choose confidently.
Insurance organisation
We audit and tidy up your policies so cover is adequate and not duplicated.
Retirement planning
We project your retirement position and adjust contributions accordingly.
Accountability & follow-up
Agreed actions are tracked, reviewed and reinforced session to session.
Our process
How we work with you
- 1
Book a session
Choose a time that suits you — in person in Nairobi or online.
- 2
Financial review
We walk through your current position openly and confidentially.
- 3
Priority setting
We agree the two or three moves that will make the biggest difference now.
- 4
Action plan
You leave with specific, dated actions and the reasoning behind each.
- 5
Follow-up session
We review progress, remove blockers and refine the plan.
- 6
Ongoing check-ins
Quarterly reviews keep habits in place and goals on track.
Who it's for
Is financial coaching right for you?
- People who feel unsure who to trust with money advice
- Professionals who earn well but see little progress
- Couples wanting to align on shared financial goals
- Anyone recovering from debt or a financial setback
- New investors who want guidance before committing
- Clients approaching retirement who want a second opinion
Answers
Financial Coaching FAQs
Related services
Explore what pairs well
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Learn moreRisk Management
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Learn moreSee every practice area on our services overview or read more in the FETRI blog.
Next step
Let's talk about your financial coaching
Send us a message, call us, or reach out on WhatsApp. We'll respond within one business day.