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Services
 

Finance Planning Strategy Session

Finance Planning Strategy Session
Krystle McGilvery
Krystle McGilvery
Director
Mind Over Money

Discover clarity and confidence in your business journey with our 'Finance Planning Strategy Session'. This session is not just about setting goals, it's about crafting a sustainable future for your business. Here's what we offer:

Pre-Session Assessment: A thorough review of your financial situation, ensuring a session that's uniquely tailored to your business.

2-Hour Strategy Session: Collaboratively, we'll create a realistic and optimised financial plan, setting your business on a path to success.

Follow-Up Call: We'll reconnect to track progress and refine strategies, ensuring your financial plan evolves with your business.

Bespoke Financial Model: You'll receive a customised financial model, a vital tool for navigating your business's financial decisions with precision and assurance.
 
Krystle McGilvery
Krystle McGilvery
Director
Mind Over Money
 
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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