Terms of Service

Terms & Conditions

Payment: Full payment required before the session. Corporate clients may request an invoice for payment within 30 days for packages over KES 100,000.
Agreement: Consulting agreement and detailed questionnaire sent via email after payment to help us prepare a tailored session.
Rescheduling: Free with 48 hours’ notice. Late cancellations forfeit 50% of the fee. Same-day cancellations forfeit 100%.
No Refunds: All services are non-refundable once scheduled or delivered.
Format: In-person (Nairobi area) or online (Zoom/Google Meet/Microsoft Teams). International clients use virtual sessions.
Materials: All sessions include comprehensive worksheets and written action plans.
Confidentiality: All client information and learning materials are strictly confidential.
Partnerships: We work with licensed insurers, investment firms, trust companies, law firms, tax & accounting firms, and banks. We coordinate services but do not directly provide investment management, legal, tax, or accounting services.
Compliance: Services comply with Capital Markets Authority (CMA), Retirement Benefits Authority (RBA), and Insurance Regulatory Authority (IRA) regulations in Kenya.
Retainers: Minimum 3-month commitment. Cancel with 30 days’ notice after the minimum period. Unused hours do not roll over.
Digital Products: One-time purchase for personal or single business use. Free updates for 1 year. Commercial redistribution prohibited.
Geographic Service: We serve clients in Kenya, across Africa, and globally. Virtual consultations available worldwide.

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Terms of Service

Terms & Conditions