My name is Margaret Waithaka. I am a financial strategist, a business administrator, and a psychiatric nurse practitioner. Throughout my career treating patients actualize their mental health, I have been intrigued by the correlation between mental health and finances and how the lack of or the uncertainty of financial stability in case of disease, emergencies and death adversely affects one’s mental health. It is with this knowledge that I became a financial strategist to help families build tax free generational wealth, get insurances that can cover them if they get sick, live too long and get into unpredictable life events like diseases that often destabilize families.
I am passionate about crafting tailored insurance plans that align with the unique lifestyles and needs of diverse clients, ranging from juveniles, young families to retired individuals. My philosophy centers around educating clients about protecting themselves and their assets while still living and leaving generational wealth to their families. I educate clients that life insurance is a part of a comprehensive financial plan, not merely a contingency plan and it’s not about the end but about continuing the quality of life for you and your loved ones.
Outside my professional life, I love spending time with family and traveling. I participate in charity work, and I am involved in healthcare and educational initiates in Africa and beyond.
My life as a financial strategist is more than a profession; it is a commitment to enhancing the lives of others by providing security and peace of mind.
