Stay on Track and Invest with Confidence.You've done the foundational work: your Investing Roadmap or Wealth Architecture programme gave you a portfolio and a strategy. Now the focus shifts: this is your accountability partnership to actively grow that portfolio and keep you moving toward the goals you set out to achieve.Every session you receive:✔ 45-minute 1-on-1 check-in session with Linda✔ Portfolio review: tracking growth against your goals✔ Guidance on new investment opportunities to build on your foundation✔ Support in planning, adjusting, and executing your next financial movesNo more second-guessing your decisions. No more letting the plan stall. No more doing it alone.Just consistent, expert guidance from a Certified Wealth Planner with 15+ years of experience in the Kenyan Capital Markets.Perfect for: professionals ready to stay accountable, grow their portfolio, and realize their investment goals over the long term.

Accountability Partner (3 Sessions)

KEEP WEALTH STRUCTUREDWhen did you last take a proper look at your finances as a whole?This focused 2-hour session gives you a clear, structured review of your entire financial picture and a practical plan to bring everything back into alignment.In 2 hours we cover:✔ Review of your current savings and investments✔ Financial goals clarity and prioritisation✔ Holistic portfolio mix review and alignment✔ Retirement planning and financial independence readiness✔ Insurance protection and risk coverage review✔ Legacy planning: wills, beneficiaries, and wealth transferWalk away with a clear picture of where you are, what needs attention, and exactly what to do next.Guided by a Certified Wealth Planner with 15+ years of experience in the Kenyan Capital Markets.Perfect for: Individuals who have begun their wealth journey and want a structured review to ensure everything is aligned and working together.

Portfolio Rebalancing

Learn to Invest in Stocks with Confidence.This hands-on 2-session programme takes you from complete beginner to active stock market investor - with a real, personalised portfolio built during the programme and 2 months of support after.Across 2 sessions of 90 minutes each you will cover:✔ Step-by-step account opening and platform walkthrough✔ How to select and diversify stocks aligned to your goals✔ Strategies for buying, selling, and monitoring your portfolio✔ Common mistakes to avoid as a new investorYou also receive:✔ 2 months of follow-up check-ins to keep you on track after the programmeYou will walk away with:✔ An active, personalised stock portfolio✔ Confidence to make informed investment decisions independently✔ Practical tools you can use for the long termGuided by a Certified Wealth Planner with 15+ years of experience in the Kenyan Capital Markets.Perfect for: Individuals ready to take their first structured step into stock market investing with expert guidance from day one.

Spotlight on STOCKS Investing

YOUR ROADMAP TO INVESTING CONFIDENCE<ol><li>This programme takes you from strategy to execution. You walk away with a complete, personalised investment portfolio: a savings strategy, a diversified stock portfolio, and a laddered fixed income portfolio, built intentionally around your goals.</li></ol>Across 4 sessions you will cover:✔ Your investor profile, psychology, and financial goals✔ Savings strategies, emergency funds, and wealth protection✔ Fixed income investing: T-Bills, T-Bonds, and building your laddered portfolio✔ Stock market fundamentals, CDSC/brokerage account opening, and hands-on trade execution to build your diversified equity portfolio✔ Your complete, personalised investment roadmap: savings, fixed income, and stocks working togetherGuided by a Certified Investment Advisor with 15+ years of experience in the Kenyan Capital Markets.Perfect for: Individuals ready to invest intentionally but wanting structured guidance to build and hold a real portfolio, not just learn theory.

INVESTING ROADMAP

3-Month Concierge Wealth Programme with Linda MakatianiThe most comprehensive wealth programme designed exclusively for families who are serious about building, protecting, and growing their wealth across generations.Over 3 months your family receives:✔ A shared financial vision and generational wealth roadmap✔ Practical financial literacy for the whole family - saving, investing, retirement, protection, and legacy✔ Concierge account and structure setup - savings, investments, retirement plans, insurance, and legacy solutions✔ Guided family money conversations with clearly defined roles and accountability✔ A dedicated wealth guide available throughout the full 3 monthsThis is more than financial education. It is a dedicated wealth partnership built entirely around your family.Guided by a Certified Wealth Planner with 15+ years of experience in the Kenyan Capital Markets.Perfect for: Families and couples ready to move from simply managing money to intentionally building and protecting family wealth.

Generational Wealth Blueprint

Wealth by Design.Ready to take full control of your financial life?This is the most comprehensive wealth planning experience - covering every dimension of your wealth in one structured, personalised programme.Across 6 sessions you will cover: ✔ Your investor profile, mindset, and financial foundation ✔ Savings strategies and fixed income investing: T-Bills, Bonds portfolio creation. ✔ Stock market fundamentals and portfolio strategies ✔ Wealth protection through insurance and risk management ✔ Retirement planning, financial independence, and legacy structuring: wills, trusts, and wealth transfer ✔ Your complete holistic wealth plan - all elements integratedPlus:<ul><li>Step-by-step account setup guidance</li><li>Independent, unbiased recommendations based on your goals</li><li>2 post-programme accountability sessions to keep you on track</li></ul>Guided by a Certified Wealth Planner with 15+ years of experience in the Kenyan Capital Markets.Perfect for: Professionals ready to move from scattered financial decisions to a structured, intentional wealth architecture

Wealth Architecture Framework

<h4>CLEAR DIRECTION. CONFIDENT DECISIONS</h4><h4>Not sure where to start with investing?</h4>Earning but not yet investing intentionally, feeling overwhelmed by financial decisions, or ready to take your first structured step toward building wealth.<h4>This session gives you the clarity, confidence, and action plan you need.</h4>In 90 minutes you will get:✔ A breakdown of your best investment options✔ Strategies to protect and grow your wealth✔ An approach tailored to your goals and life stage✔ A clear, practical next step you can act on immediatelyPerfect for: Professionals ready to stop drifting and start directing their financial future.

INVESTING CLARITY 

Want to get your family talking about money - and actually doing something about it? This engaging 2–3 hour session brings your whole family together to build financial knowledge, spark honest conversations, and take practical first steps toward building wealth together.In this session your family will: ✔ Explore age-appropriate financial literacy for every family member ✔ Have open, guided money conversations in a safe and supportive space ✔ Cover key topics — earning, budgeting, saving, investing, and building family wealth ✔ Receive practical guidance on turning knowledge into action, including investment account setup supportWhether your goal is to align family financial goals, teach your children about money, or begin planning for long-term family wealth, this session is where the journey starts.Guided by a Certified Wealth Planner with 15+ years of experience in the Kenyan Capital Markets.Perfect for: Families at any stage who want to get financially aligned, build confidence around money, and begin creating generational wealth intentionally.

Family Financial Literacy Talk

Are you and your partner on the same financial page?This focused 2-hour session gives you both a clear, honest picture of your finances as a couple and a practical plan for building wealth together with greater clarity and purpose.In 2 hours we cover:✔ Your combined income, savings, debt, and overall financial position✔ Investment review and portfolio alignment✔ Insurance and wealth protection gaps✔ Retirement planning and financial independence readiness✔ Legacy structures: wills, beneficiaries, and wealth transfer✔ A high-level financial plan and clear next step recommendationYou will walk away with:✔ A clear picture of where you stand financially as a couple✔ Key gaps and risks identified✔ Priority action areas and a shared financial roadmap✔ A personalised recommendation on your best next step togetherNo more financial decisions made in silos. No more money tension. Just clarity, alignment, and a plan you both believe in.Guided by a Certified Wealth Planner with 15+ years of experience in the Kenyan Capital Markets.Perfect for: Couples who want to make informed financial decisions, align their goals, and build wealth together with greater clarity and purpose.

Couples Financial Clarity

Stay on Track and Invest with Confidence.You've done the foundational work: your Investing Roadmap or Wealth Architecture programme gave you a portfolio and a strategy.Now the focus shifts: this is your accountability partnership to actively grow that portfolio and keep you moving toward the goals you set out to achieve.Every session you receive:✔ 45-minute 1-on-1 check-in session with Linda✔ Portfolio review: tracking growth against your goals✔ Guidance on new investment opportunities to build on your foundation✔ Support in planning, adjusting, and executing your next financial movesNo more second-guessing your decisions. No more letting the plan stall. No more doing it alone.Just consistent, expert guidance from a Certified Wealth Planner with 15+ years of experience in the Kenyan Capital Markets.Perfect for: professionals ready to stay accountable, grow their portfolio, and realize their investment goals over the long term.

Accountability Partner Plan (6 Sessions)

YOUR ROADMAP TO INVESTING CONFIDENCEMoney is one of the most important conversations a couple can have and one of the hardest.This programme gives you and your partner a shared investment strategy, a common financial language, and a clear roadmap to build wealth together - intentionally and confidently.Across 5 sessions you will cover:✔ Your individual and combined investor profiles, money mindsets, and shared financial goals✔ Savings strategies, emergency funds, and wealth protection structures for your household✔ Fixed income investing: T-Bills, T-Bonds✔ Stock market fundamentals and how to build a balanced couples portfolio✔ Your complete, personalised investment roadmap - built for twoNo more financial decisions made in silos. No more money tension. Just a clear, shared plan you both understand and believe in.Guided by a Certified Wealth Planner with 15+ years of experience in the Kenyan Capital Markets.Perfect for: Couples ready to invest intentionally but wanting structured guidance to do it right

COUPLES INVESTING ROADMAP

Unlock the true power of your group's pooled funds.A focused 2 - 3hr interactive session designed for chamas and investment groups who want to move beyond saving together and start investing together, with clarity, structure, and confidence.In this session we cover:<ul><li>Foundations of group investing - how to structure your group and define a clear investment vision and goals</li><li>Investment options and decision-making tailored specifically for chamas and group setups</li><li>Best practices for managing, protecting, and growing a collective investment portfolio</li><li>How and where to start - practical steps and requirements for opening investment accounts as a group</li></ul>Walk away equipped with the tools, knowledge, and confidence to invest your pooled funds wisely and achieve real financial growth together.Perfect for: Chamas, investment clubs, and savings groups ready to take their collective wealth to the next level.

Chama Wealth Accelerator

With over 15 years of experience in the Kenyan Capital Markets, Coach Linda Makatiani offers personalized financial coaching that moves at your pace. She combines practical theory with hands-on action to help you gain clarity and confidence to grow your portfolio, protect your wealth, and pass it on to future generations.She also provides family and group/corporate financial literacy training, helping households and teams align their finances, make confident money decisions together, and build lasting financial resilience.Step into your financial future with confidence!

The Wealth Confidence Store

By Arsili Wealth Management Ltd