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Comprehensive financial consulting services tailored to your needs
Services

To meet your needs

Coaching, Retirement, Wealth, Sacco, Workshops

Personal Financial
Empowerment

One-to-One Coaching

Personalized sessions to help individuals take control of their finances and achieve financial freedom.

Retirement Planning

Comprehensive planning to ensure financial and psychological preparedness for retirement.

Personal Finance

Educational workshops focused on money management, budgeting, and wealth-building strategies for individuals.

Group Wealth Creation

Group Wealth Programs

Tailored programs for families and groups (including chamas) to collectively build and manage wealth.

Sacco Growth Strategies

Guidance on maximizing the benefits of Sacco membership for economic growth, including dividends and credit.

Community Workshops

Educational sessions designed for groups to learn effective wealth creation and management strategies.

Organizational Financial Empowerment

Church Financial Programs

Empowering churches to manage and grow their financial resources to fulfill their mission.

Employee Financial Literacy

Comprehensive estate plans that ensure a smooth transfer of wealth and minimize estate taxes.

Corporate Workshops

Customized workshops for organizations to enhance the financial literacy and empowerment of their teams.

Building wealth, creating futures.

Why us

Trusted experts with years of experience and industry accreditations

At Wealthy With You, we believe that financial freedom is not just a destination but a journey—one that requires expert guidance, personalized strategies, and a deep understanding of your unique financial situation.

Our mission is to empower individuals, families, and organizations to take control of their finances, achieve financial independence, and build lasting wealth. We are committed to guiding you every step of the way, helping you turn your financial goals into reality.

10
YEARS OF EXPERIENCE

A decade of proven financial expertise.

110
CUSTOMERS

Serving a thriving community of satisfied customers.

20+
SPECIALISTS

A dedicated team of financial experts at your service.

Guided by integrity, trust, and client-centricity, our values drive everything we do.

Integrity

Uphold high ethical standards and act with honesty, transparency, and professionalism in all your interactions.

Trust and Confidentiality

Understand the importance of trust and confidentiality in your client relationships.

Objectivity

Provide unbiased advice that is based on thorough analysis, research, and a comprehensive understanding of your clients' financial situations.

Expertise

Stay up-to-date with industry trends, regulations, and best practices to offer informed advice to your clients.

Long-Term Relationships

Build long-term relationships with your clients based on trust, open communication, and mutual respect.

Accountability

Monitor progress, review strategies, and make adjustments as needed to help clients stay on track towards their financial goals.

Get started

Schedule your personalized consultation today

We

are

better

together.

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