Do you need a coach to invest smartly and with confidence? At Akenga Financial Services, we are your trusted partner in achieving your financial goals. We create personalized plans tailored to your values and objectives, offering expert education, guidance, and support that provide you confidence about making informed, strategic decisions to grow your wealth and secure your financial future. With us, you will invest with confidence! You will build a clear roadmap to financial well-being.
We believe that financial well-being coaching is a collaborative process in which a coach assists individuals or groups in developing effective money management skills and achieving their financial goals. Our financial well-being coaching focuses on education, cultivates our clients’ mindset to apply what they have learned through the guiding process, and promotes accountability for financial decisions through connection and ongoing support.
Our coaches empower clients to cultivate a financial success mindset, enabling better money habits, clear financial goals, and overall life fulfillment. We’ll guide you in understanding the investment process and growth strategies, helping you develop the necessary approaches to make informed and confident investment decisions. Please note that we do not provide recommendations.
Our focus is on the following:
SMART INVESTING
- Create a Budget and Savings Plan: Learn when and how to save and when to invest.
- Fundamentals of investing: Learn the basics of stocks, real estate, agribusiness, and more.
- Setting Investment Goals
- Wealth-Building: Coaching on how to start, diversify, and grow wealth. Helping with opening a brokerage account.
- Behavioral finance: understanding emotions and decision-making.
- Investment tools and strategies for beginners. Offering guidance on using financial tools, including brokerage accounts (Charles Schwab and Fidelity), robo-advisors, investment platforms, and more.
- Real-time coaching for personalized coaching sessions to review current investment situations, discuss new opportunities, and refine strategies.
ACCOUNTING AND INVESTMENT TECHNOLOGY
- Computer Basics
- Accounting Software
- Investment Software
- Accounting and Investment Basics
- Advanced Excel Accounting
YOUTH FINANCIAL LITERACY
We empower youth and young adults with an understanding and sustainable money management skills. Our education covers budgeting, saving, investing, borrowing, and future planning. We guide you in applying what you learn into practice and offer ongoing support to keep doing what you need.
We aim to assist in making informed decisions that will enhance your financial future.
Start your journey to financial well-being today! Help your son or daughter start building financial management habits early for brighter lifelong success.
Contact us today! We are here to provide you with the tools, knowledge, and confidence to take control of your investments.
If you need assistance with investing in East and South African countries or have questions about related financial matters, you’ve come to the right place.
Remember! Akenga Financial Services LLC is a financial coaching and accounting company, not a CPA firm. All services provided are educational and designed to guide and empower clients to make informed financial decisions; they do not constitute professional financial advice and CPA competency.