At SHE Financial Consultancy, we believe financial well-being isn’t just about numbers — it’s about healing past money wounds, designing a clear plan for the future, and stepping into a thriving, empowered financial life. That’s why our 3-month Personal Finance Coaching journey is built on our signature framework:

 The SHE Financial Framework: Heal. Plan. Thrive

🔹HEAL – Understand your money story & emotional triggers

- Explore your beliefs, fears, habits, and emotional ties around money.

- Reflect on your money story and how it’s shaped your financial behaviors.

- Identify financial anxiety, guilt, or overwhelm and begin to unlearn patterns that no longer serve you.

Tools You’ll Receive:

- Money Story Reflection Journal

- Emotional Spending Audit

- Values & Priorities Worksheet

💡 Outcome: Emotional clarity, a fresh perspective on your relationship with money, and readiness to build new habits rooted in awareness and self-compassion.

🔹PLAN – Create an intentional roadmap tailored to your goals

- Assess your full financial picture: income, expenses, savings, debt, and goals.

- Build a sustainable spending plan (budget) aligned with your lifestyle.

- Craft a savings and debt repayment strategy that works for YOU.

- Set short-term and long-term goals, with actionable monthly targets.

Tools You’ll Receive:

- Personalized Spending Plan Template

- Savings & Debt Tracker

- Goal-Setting Roadmap

- Financial Health Assessment

💡 Outcome: A clear, customized financial plan — practical, flexible, and aligned with your dreams.

🔹THRIVE – Build confidence, consistency, and new habits

- Building consistency with your financial habits.

- Strengthening money routines (weekly check-ins, spending awareness).

- Navigating lifestyle upgrades without guilt or sabotage.

- Staying accountable and celebrating progress.

Tools You’ll Receive:

- Monthly Reflection & Habit Tracker

- Rich Life Clarity Guide

- Emergency Fund Planner

- End-of-Journey Progress Report

💡 Outcome: Empowerment, control, and readiness to live your rich life — where money supports the life you love.

What’s Included:

- 1 onboarding session to assess your goals and financial situation

- Up to 5 personalized coaching sessions (bi-weekly OR weekly_ this is for the 3-month package)

- Ongoing email support during the 3 months

- Access to all templates, tools, and trackers

- Personalized feedback and check-ins

- Final wrap-up session + financial progress report

Is This for You?

You’re ready for this if you:

- Feel stuck, overwhelmed, or confused about your finances

- Want to save and spend more intentionally

- Are done living paycheck-to-paycheck

- Dream of financial peace — while still enjoying your lifestyle

Your Next Step

Book your coaching today and let’s create the financial life you deserve — one that feels just as good as it looks.

🕒 Duration: 60 minutes per session

📍 Mode: Virtual

💰 Pricing:  KES 12,000 per month (or KES 29,000 for 3-month package)