Planning First, Products Later 

Aug 26, 2025

Your goals are the plan. Everything else is noise.

Too often, financial conversations begin with products funds, bonds, insurance, offshore accounts. But without a plan, these are just tools without direction. In Kenya, this product-first mindset is common, and it often leads to confusion, fragmentation, and disappointment.

We do things differently. We begin with your goals. What do you want your money to do for you? What does success look like for your family?

Only then do we design a strategy using the right tools, in the right jurisdictions, with the right partners. The result is a coherent, resilient plan that grows with you.

A good plan makes every product work harder. Let’s start with your life, not the market.

Let’s start a conversation about turning your goals into a plan that lasts. Reach out to us at info@waughmcdonald.co.ke