We Provide insights, tools and tricks of the trade for your audience when dealing with any financial conversation.
Working with organizations as their financial educational resource for its members.
Providing a no nonsense, professional, cut through the clutter, ask the right questions, learn some tricks of the trade with relevant tools, talk so you have your financial mojo on high the next time you talk to the experts and open your statements!
~ Learn what the financial lingo, from words to phrases, really mean.
~ The “how” to negotiate fees.
~ Know what questions to ask in your next financial meeting.
~ Finally knowing how to read your financial statements!
~ Confidence to ask any question.
Get pertinent education and insight from a long time financial professional without a sales pitch.
We are not affiliated with, nor receive compensation from, any financial institution, law firm or CPA firm. There is no conflict of interest, no hidden agenda.
We will motivate and educate and provide the tools and insights for that next financial conversation! Just ask some of our clients.
“Konni has a way of making all the technical language of the financial world easily understandable.” Ballston Spa, NY
“…. She approaches that task directly and simply and even has some fun!……. ” Chicago, IL.
Reserve a date by calling 518-221-2806 or send an email to email@example.com