Lunch and Learn: How to build confidence when making financial decisions

Krystle McGilvery
Krystle McGilveryKM Consulting

Posted: Fri 28th Jan 2022

In this Lunch and Learn, Krystle McGilvery, director of KM Consulting, dives into the importance of confidence when it comes to financial decisions for small businesses.


  • discusses why many founders don't feel confident about maintaining their business finances

  • addresses common negative thoughts founders have

  • shares insights into the key areas founders should focus on, and how to access this information

Key takeaways for this session:

  • Insight into how the mind makes decisions

  • How to start the process of improving business decision-making.

  • Important areas founders must pay close attention to

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Krystle McGilvery
Krystle McGilveryKM 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 coaching. I help founders improve their financial ability 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 am deeply passionate about 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 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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