As Tamara’s Financial Planning and Consultancy, we understand the unique priorities of providing for your family, planning for retirement and ensuring quality health care for your elderly Parent.

1. Education Plan for Your Children

Solution: A well-structured education policy that grows with your boys, ensuring funds are available for their school fees, from primary to higher education.

• Why it’s important: Education costs continue to rise, and a secure plan lets you focus on your career, knowing your Children futures are covered.
• Why Choose Us: At Tamara’s, we personalize the policy based on your Childs’ schooling stages and anticipated future costs, ensuring maximum growth and flexibility. We also ensure you’re updated regularly, giving you the peace of mind of being on track.

2. Retirement Savings Plan

Solution: A tailored retirement savings plan that allows you to accumulate a substantial fund for when you stop working, providing security even outside Kenya.

• Why It’s Important: As a healthcare professional, you’re used to long hours and dedication, but retirement should be about relaxation and financial freedom. Starting now maximizes your wealth accumulation through compounding interest.
• Why Choose Us: Tamara’s combines our expertise in both short-term and long-term investments to give you a well-balanced retirement plan. We offer transparent updates and flexible options to adjust as your needs evolve, working with your brother, the CPA, to ensure optimal tax efficiency.

3. Medical Insurance for Your Elderly Parent

Solution: A comprehensive medical insurance plan designed specifically for older individuals, ensuring your father’s healthcare is covered without placing a financial burden on you or your family.

• Why It’s Important: Medical costs can quickly add up, especially for seniors. A medical plan provides immediate access to quality healthcare, reducing the financial and emotional strain on the family.
• Why Choose Us: At Tamara’s, we understand the nuances of healthcare coverage in Kenya, especially for seniors. We partner with reputable insurers offering reliable, affordable options tailored to the needs of older adults. We’ll manage the policy updates and adjustments, allowing you to focus on your work abroad with confidence in your father’s healthcare.

Why Buy Through Tamara’s Financial Planning and Consultancy?

• Trusted Expertise: With a CPA-K background myself; I bring a disciplined, transparent approach to every financial plan. Our strategies are backed by deep industry knowledge, just like the expertise you values as a CPA.
• Personalized Approach: We focus on your unique needs as a mother, a working professional, and a family provider. Every recommendation is tailored to your goals and financial situation.
• Complete Transparency and Regular Updates: We prioritize clear communication and regular updates, helping you stay informed and confident that your investments are growing.
• End-to-End Support: From paperwork to annual reviews and adjustments, we handle the logistics, making financial planning simple and hassle-free for you and your family.

At Tamara’s Financial Planning and Consultancy, our goal is to provide you with a financial foundation that lets you focus on what matters most—your family’s well-being, your career, and your peace of mind. Let’s start securing your family’s future today!