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Financial Planning at Any Stage of Life Shouldn’t Be a Mystery

 

Money is such a charged subject, isn’t it? How much we make. How much we save. How much we spend. How much we charge. And how much we borrow can determine how well we live today and into the future. For many people, it’s stressful and uncomfortable just thinking about making changes to their home or business finances—so much so that they never take action. But it doesn’t have to be this way!

No Shame.  No Judgements.

Just Good Advice that Works for You.


I’m Karen Trepte and I started KT Finances because I am passionate about financial success—for everyone! 

Whether you’re just starting out in your chosen career, opening a business or rolling along at a profitable rate as a successful entrepreneur, you must take action to ensure your financial goals are met.

Financial freedom looks different for everyone, but no matter what your expectations are, you must chart a path. My goal is to help you create savings, choose investments, and set up retirement plans that meet both your short-term and long-term needs.  And I do this in a way that’s honest, straightforward, gentle and non-judgmental.

Ready to set yourself up for long-term success?
Click here to book a free call & get started!

Ready to set yourself up for long-term success?

Click here to book a free call & get started!

The Most Important Thing is to Start Today—or ASAP!

My no-judgement approach means that I don’t care how much you spend on restaurants every month. It doesn’t matter if you’ve wracked-up considerable credit card debit over the last few years. We’ll work through the fact that you love to shop retail. No matter what is going on right now, we will find the best ways for you to pay yourself—in savings—for your future. You’re in control of your financial future and I am here to help you see that.

You can gain control over your business or personal finances and I will help you.
Let’s talk about your pain points and bust through roadblocks on a FREE Virtual Tea Chat.

Why choose to work with me?

There are plenty of great sources out there for sound financial advice and information. If weeding through dry books on money or guessing at which websites are educational vs. sales focused isn’t for you, then we’re going mesh well.

When we begin to collaborate on our strategy, I hope that you’ll consider me a safe and trusted confidante—someone who will translate the corporate jargon and get down to business on how to get to where you want to be.

How did I become a financial advisor and consultant?

My interest in finance was sparked early in life. In fact, I was born into it and taught the nuts and bolts as a little girl. When I was in the first grade my father opened a Merrill Lynch office in Tokyo. We talked openly about money in my home and I was taught to budget my $2 allowance rather than spend it all at once on comic books. 

I built my first house at 21 years and have since invested in multiple properties.

I started my MBA in my twenties, took time off to care for my young children and finished my MBA in my fifties.  I went on to earn a Masters in Asia Pacific Studies and studied for several years at the College of Financial Planning.

I’ve experienced ups and downs in life—events that have forced me to evaluate and change course with my own finances. As a young mother, I found myself single and the sole provider for my children. We ate a lot of pea soup during those days, but we got through it.  Later, I would take on full care of my aging parents—a difficult task that many of my clients have also had to face.

No matter what life throws your way, you don’t need to make life-changing money decisions alone. Together, we can work on ways to help you:

 

  • Take Control of Your Money
  • Manage Your Time More Efficiently
  • Be More Productive
  • Gain Clarity on Exactly What Steps To take to Reach Your Goals
  • Recognise the Energy Around Opportunities and Whether to Say Yes or No
  • Honour Your Own Feelings About Money and Find Strategies that Work for You
  • Guide Your Business Towards Success

Let’s Discover how we can turn your financial dreams into reality.

You won’t believe what you can achieve for your business and your life when you start to walk between the raindrops. You’re in charge of your destiny when it comes to financial freedom. I’m here to help you find your path and I can’t wait to talk about all that the future holds.