1:1 Financial Advisory for individuals and couples

Clarify your 20 year vision & build your 2 year action plan with a financial expert.

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Financila Plan
Terry

Overview

Feeling stuck when it comes to your finances? Whether you're unsure about your next steps, need help structuring a financial plan, or want to start investing but don’t know how—our 1:1 Financial Advisory sessions are designed to move you from confusion to clarity.

Our 3-step process helps you evaluate where you are, plan for where you want to be, and execute a wealth-building strategy that aligns with your lifestyle.

Who it's for:

📝 Individuals who want a clear roadmap for their financial future.

📝 Couples looking for strategic financial planning.

📝 Small groups or investment partners seeking structured financial advice.

Our signature 3 step process moves you from confused to crystal clear with your money plan

Evaluate
Evaluate

Take our proprietary online financial wellness assessment. Get a true picture of your current financial situation, money mindset & blind spots that are holding you back from the life you want.

Plan
Plan

Based on your evaluation, work 1:1 with a financial advisor to clarify your 20 year money vision and build your custom 2 year action plan. Available online or in-person.

Execute
Execute

Get vetted and curated high quality investment recommendations to support your 2 year plan.  

What you'll get in a 1:1 advisory session

✅ Full financial assessment - Identify your current financial situation, money mindset, and blind spots that might be holding you back. Learn the behaviours and structures that can help you achieve financial stability.

✅ Personalized action plan - Work with an expert to clarify your 10-year vision and create a structured 2-year action plan. You’ll leave with a step-by-step roadmap that gives you clarity and control over your finances.

✅ Curated investment recommendations - Get curated investment recommendations that support your financial goals.

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Terry's Investment Plan

Why choose Africa's Pocket for financial advisory?

Personalised investing

Independent advice from experts who get it

Managed investments

Structured 90 minute sessions

(no multi-month commitments)
Transparent fees

Upfront, flat free pricing

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Real People. Real Results.

Real People.
Real Results.

R

Rachel, 28

Nurse in Dallas

It was a relief to break down my goals and build a structured plan on how to achieve them.

I'll definitely be setting stronger boundaries around my money (with my family)

Africa's Pocket is for you if you feel overwhelmed with your finances and would like to finally start enjoying your money and be content with how you spend it.

1:1 Financial Advisory

S

Shiko, 46

IT Consultant in Nairobi

Shiko's Testimony

1:1 Financial Advisory

A

Anne, 37

Lawyer in Nairobi

Africa's Pocket is for you if you are unsure of how to get to the point of financial independence or if you are stuck on your journey to financial independence.

1:1 Financial Advisory

R

Rachel, 28

Nurse in Dallas

It was a relief to break down my goals and build a structured plan on how to achieve them.

I'll definitely be setting stronger boundaries around my money (with my family)

Africa's Pocket is for you if you feel overwhelmed with your finances and would like to finally start enjoying your money and be content with how you spend it.

1:1 Financial Advisory

S

Shiko, 46

IT Consultant in Nairobi

Shiko's Testimony

1:1 Financial Advisory

A

Anne, 37

Lawyer in Nairobi

Africa's Pocket is for you if you are unsure of how to get to the point of financial independence or if you are stuck on your journey to financial independence.

1:1 Financial Advisory

BOOK YOUR SESSION
Let's build your plan

How it works

Step 1: Book a complimentary consultation
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A free 15 minute call to confirm your needs and that we’re a good fit
Step 2: Work with an expert
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Get a financial evaluation and a 1:1 advisory session with an expert who get it!
Step 3: Build your personalised action plan
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Absolute clarity on your goals, how much to invest towards then and where to invest every single month so you can secure your future & enjoy your life with no guilt or worries!
Let's build your plan

Pricing & Session Details
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Price: KES 33,995 per session
Session Length: 90 minutes.

Session Format: Virtual or in-person (Nairobi, Kenya).

Includes:
  • 🪙 Full financial assesment.
  • 🪙 Personalised action plan.
  • 🪙 Curated investment recommendations.
  • 🪙 Post-session follow-up and check-in.
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1:! Testimonial

FAQ's

Do I need prior financial knowledge for this session?
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No you don't!
Come as you are and we'll co-create a financial plan based on your goals and refined by our expertise
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What if I need follow-up sessions?
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We aim to build the plan in 1 or 2 sessions and offer email support for 3 months. In case they're any major changes to consider in the plan, you can book a follow up session to make adjustments.
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Do you work with couples?
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We welcome couples with shared financial goals and shared finances
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We'll pair you with one of our financial experts — someone who understands where you're coming from (and where you're trying to go)

Get the clarity you need to build wealth! 👇🏾

Book Your Session