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Build a Financial Plan you can reuse! by Krystle McGilvery

Build a Financial Plan you can reuse! by Krystle McGilvery
Krystle McGilvery
Krystle McGilvery
Director
KM Consulting

A financial plan is one of the first tasks to help build a clear picture of the direction of the business, set goals, and act as a point of reference for stakeholders.

We will meet on several occasions to build a realistic and optimised plan, that will leave you feeling confident about the business financials.

Many of the clients I work with are able to continue using the financial plans we create on their own without my involvement.

Please do get in touch to see how we can work together.
 
Krystle McGilvery
Krystle McGilvery
Director
KM Consulting
 
Good day! I'm Krystle. I'm all about financial confidence, connection, and growth. I use behavioural finance as a foundation to provide business consultancy and financial mentoring. I support founders in improving their financial acumen and confidence by tackling the blockages that appear when trying to grow. Whether you require a business plan to support your funding application or help managing and understanding the day-to-day finance, I can support you. Services include: Improve profit by identifying opportunities Budgeting and forecasting Understand the options for paying yourself Pricing And more! We can also work through your personal finances, to ensure they are in the best state possible as you grow your business, and improve management, credit, saving, investing etc. I'm known for connecting money to the mind as the starting point for improving financial dexterity. I focus on the psychology of financial decision-making, financial education, and the opportunities it grants.I deliver workshops, facilitate events, provide courses and bespoke services. This includes workshops for Moonpig, General Assembly and Birkbeck University. I have appeared in the Telegraph newspaper, featured in Refinery29 and BBC Radio on several occasions. I recently partnered with Boots No7 and AllBright to build a finance course for women coming out of the pandemic and organisations such as StepChange and Thriveology. I am also a finance writer and have written for the likes of Motley Fool.After reading Financial Mathematics at university, I worked as a qualified Chartered Accountant for over ten years with companies in the creative spaces of PR, advertising, marketing, and technology – being responsible for managing the finances of million-pound businesses.

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