Professional Financial Health Check
A structured assessment of your personal financial position across income, debt, cashflow, savings, resilience and future security.
What it evaluates
Three steps to clarity
Answer the questions
Around 20 simple questions, section by section. You can save and return later.
Receive your summary
Your score, executive summary and top three priorities arrive by email or WhatsApp.
Decide your next step
Use the summary on your own, upgrade to the full report, or book a session to talk it through.
Not finishing right now? Your answers are saved — we'll email you a reminder with a link to continue where you left off. Every reminder also includes a link to stop the emails if you don't want them.
Start free. Upgrade when you want more.
Every assessment includes a free summary report immediately. After completing the check you can unlock the full diagnostic — a one-off upgrade paid via M-Pesa.
Free Summary
Included with every assessment
KES 0
- Diagnostic score per section
- Executive summary
- Top 3 priority areas
- PDF export + private report link
- Delivered by email
- Valid for 30 days
Full Detailed Report
Most valueOne-off upgrade
KES 1,500
- Everything in the free summary
- Category-by-category findings
- What each finding means for your business
- Prioritised recommendations + action plan
- Advisor commentary
- Word export · valid for 12 months
Detailed + Advisory Call
One-off upgrade
KES 3,000
- Everything in the detailed report
- 30-minute call with a financial advisor
- Walk through your priorities together
- Agreed next steps for your business
You only pay if you choose to unlock the detailed report after completing the free assessment — the summary itself is always free.
Ready to know where you stand?
Your responses and report are completely confidential. Start now — it takes about 6 minutes.