The proper and effective use of money is one of the most important skills a person can have. It can make the difference between living a good life or living a life of constant struggle. Yet most of us received little or no training in this skill. A talent for money management is a learned skill that can be taught, and regardless of the level you are currently at concept can take you to the next level.

Most programs work by changing knowledge or attitude with the goal of creating results. Financial planning is about introducing new ideas and paradigms then creating action now that will then reinforce and create new learned attitudes. Your attitude changes because of the results of your new actions and the ideas that are introduced throughout the process. This is a powerful process for bottom line results all done within the safety of a personal and supportive relationship with your planner.

Because they serve completely different functions there is little overlap in their services. It is not uncommon for financial advisors to be coached and the response from those advisors is that the experience is eye opening. The planners function has nothing to do with securities selection or building a specific portfolio. Instead, the planner will work with you on integrating your values into your finances, expanding your financial horizons, opening up completely new possibilities, creating goals, developing strategies consistent with risk tolerances, your personal investing edge, and the list could go on and on. The advisor deals with your money, and the planner deals with you and how you relate to money. Because it isn’t just about money, it’s about people.

How much does it cost?

Nothing for you! Concept advisory Services receive initial and ongoing payments (fees, brokerage, commissions) from institutions, fund managers, and life assurance companies whose products we may recommend and are accepted by our clients. Income received by concept represents the time, effort and degree of service you have elected to receive from our company.

What kind of clients do you work with?

Concept advisory has a diverse client base ranging from people with hundreds of thousands of shillings to invest and individuals who are looking to improve their investing skills. What they have in common is a burning desire to move from wherever they are financially to wherever they want to be financially.

Are you tired of thinking that financial freedom is just around the corner at the next pay increase only to find that nothing changes? Our clients recognize that wealth does not exist anywhere in the world of earned income. Our clients realize that building significant wealth and financial freedom requires a complete paradigm shift about how they look at money. They recognize that their personal wealth is a business and needs to be run like one. They are dedicated to creating a life that most only dream about. Would you like to be one of them?

 How long do clients work with you?

As long as they get more value from the planning relationship than they paid for standard or average amount of time because it totally depends on the clients needs. Other clients have been with us on a continuing basis since the very beginning and continue to get great value as they continually move into new areas of development. The choice is entirely yours.

In a nutshell the difference is nothing short of the difference between night and day. Financial advice is completely different from planning. Planning is primarily educational in nature, but it also goes deeper and deals directly one on one with your issues around earning and building wealth creating the opportunity for personal breakthroughs. That is why we have the slogan “It’s not just about money, it’s about people”. Financial advice might build you a portfolio and maybe you will get a little richer or a little poorer, but you will never learn why and you won’t necessarily develop any skills to do it better next time. Financial planning is about awakening the financial genius in you and taking you from wherever you are now to wherever you want to be financially. It is for those people who want to have the knowledge to make decisions independently. It doesn’t mean you won’t use advisors, but it does mean that you will develop the skills to assess who is good and who isn’t.