Keith McConkey is an accomplished Consultant, Financial Coach, Mentor and Speaker. Keith has spent the last nine years of his career providing financial coaching to families and business owners encompassing debt management, savings, estate planning, wealth protection and tax minimization strategies.
With his business spotlighted in “My Business Magazine” and “The Voice of Pelham”, Keith highlights the importance of engaging his clients in their own success. To do this, Keith has crafted his own unique “Life Simplified Process™” that he uses to keep the financial planning process simple enough to understand and implement for clients.
Keith believes in giving back and is a member of Rotary Club of Fonthill and regularly contributes to financial literacy programs with community partners. As a contributor to “The Little Spark” podcast, Keith always endeavors to communicate in the most effective means to reach his audience.
Keith holds the Personal Financial Planner PFP®, Registered Retirement Consultant RRC®, and Responsible Investment Specialist RIS® designations, ensuring he has the expertise to address all of his clients most complex needs.
Create a financial plan for life's 'what ifs?'
Imagine a holistic financial plan that can test and adapt to your ‘what if’ questions.
Master your Retirement: Key actions to take to secure
the retirement you want