She Made It Happen! Interview with Karen K Trepte from KT Finances

Karen is a productivity and financial planning coach who's passionate about helping people embrace simplicity, systems and strategy, so that they can better manage their time and money.

Her goal as an advocate is to help people find more joy and abundance in business, and in life.

She has been featured in: The Huffington Post, LeadHerShip, WorkAwesome and more. You can find Karen on all social platforms by searching "KT Finances," or online at

Tell us a little bit about your business? Who do you serve and what products and/or services do you offer?

To work with me looks like

  1. Hopping on a free financial consultation call with me.

  2. Where we figure out what your goals are for long-term savings and retirement

  3. Where we can look at how you're going to start saving money if you don't think you have it to save

  4. My bidding your desires out ( still all for free...could be hours later) to multiple A or A+ rated top financial firms that I represent

  5. Coming back to you with one or two options depending on how clear we got on your goals

  6. Having you choose the one you like best

  7. Setting you up on an automatic plan for safe, high performance investing where you never lose a penny of your hard earned savings again and don't have to pay taxes ever again after you pay them once on your income.

    Last year my clients earned 15% on their money.

How did you escape your 9-5 and why did you want to?

I initially escaped my 9 to 5 by going to the Middle East to work with my daughter. In Qatar, I was tutoring the children for different branches of the royal family and took Marie Forleo's B school to begin my journey.

What was the biggest challenge you had growing your business and what did you learn from it?

I had built a couple of brick and mortar businesses earlier in my life. My biggest challenge was adapting to online business.

If you could have dinner with any entrepreneur, who would you choose and why?

Marie Forleo is one of my heroines and I love how she knows online business and is also such a philanthropist.

What do you wish you'd known before starting your business?

That I needed to engage more on social media and that I didn't need to spend soooo much money to set everything up!

What's your favourite personal development book?

The Seven Habits of Highly Effective People by Stephen Covey

What are you working on right now in your business?

Serving clients of various income levels from $100/month to $1000/month and more.

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