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Strategy Sessions

Book a session to meet with Krystle McGilvery

Select one that suits you

  • Booster

    No-fuss, straight-to-the-point, problem-solving, finance-boosting session.
    Valid for 3 months
    • 1-Hour Private Session
    • Finance Planning Tools
    • Tailored Worksheets
    • Your Finance Questions Answered
    • Option to Meet With a Financial Adviser
  • Most Popular

    Deep Dive

    Everything in the Booster, plus access to the Money Mindset Makeover and live follow-up session.
    Valid for 3 months
    • Everything in the Booster
    • 2-Hour Private Session
    • Pre-session Assessment
    • Access to the Money Mindset Makeover Course
    • Custom-Built Financial Plan (business or personal)
    • Financial Optimisation Assessment
    • Debrief Follow-Up Call
  • Shift

    A half-day session untangling, updating and improving your finances.
    Valid for 3 months
    • Half-Day Private Session
    • Custom-Built Financial Plan (business or personal)
    • Pre-session Assessment and Call
    • Access to the Money Mindset Makeover Course
    • Habit Building Strategy
    • Full Financial Audit
    • Active Changes Made During the Session
    • Debrief Follow-Up Session
  • Sole Trader Tax Efficiency Session

    Get guidance from an Accountant on how to keep more of your profit and pay less tax
    Valid for one month
    • Private 1-hour virtual session
    • Tailored business and industry advice
    • Tax saving resources and guides

Once you have booked your session, you will be redirected to schedule a time for your chosen level of support. Once complete, you will be sent an email with the supporting documentation and instructions ahead of your session.

Hear From Others

"I've gone from 'I don't want to talk about it.' to being excited about sorting my finances. I am so much more confident!" - UK Based, Creative Agency Owner, Over 50

"It was so worth it. If you can find the money, do it! My relationship with money started to change straight after the first session. I've unblocked so many things that I never thought were blocked." - UK Based, Over 40

"She made me feel really at ease and prevented me from being overwhelmed in a topic area I know little about. Her guidance was invaluable and I recommend her to anyone looking for advice, whether you are just starting out or have years of experience already." - UK Based, Business Owner

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