Your financial well-being is our top priority
REACH YOUR INVESTMENT GOALS
What We Do
Working with Kopka Financial starts with a comprehensive financial plan. The plan allows us to learn about your goals, savings, and spending habits. I want your money to provide you with a lifestyle that you can afford and fulfills you. Planning helps me understand what is important to you and gives us a frame work for our ongoing investment management.
I help people to grow and preserve their resources. I advise my clients on how to use their cash flow to realize their life goals. Both financial life planning and investment management are ongoing services because your life and “the markets” are subject to change.
Our Services
Financial Life Planning
Megan Kopka creates tailored plans that evolve with your goals. From retirement to tax, estate, and cash flow planning, she organizes your finances and ensures a secure financial future.
Investment Management
Integrated with planning, Megan Kopka’s investment management focuses on personalized, tax-efficient portfolios with risk assessment, rebalancing, and strategies aligned to your financial goals.
We Can Help
Today, there are an overwhelming number of choices for saving and investing your money. We can help you navigate those options. Creating a robust, realistic plan will help you stay on track to live the life you want. Money doesn’t solve everything, but an abundance can provide opportunities.
You can afford to live comfortably if you develop a solid plan and make smart choices along the way. Regardless of your income and investment size, Megan Kopka, CFP®, can help you:
Calculate your net worth and assess your cash flow
Address major life changes and mitigate potential risks
Organize and streamline your money, including avoiding credit problems, consolidating liabilities, debt restructuring, and payment planning
Decide where to invest your money based on your needs with appropriate investment recommendations
Who We Serve
Widows
Navigating life after the loss of a spouse is one of the most challenging experiences anyone can face. Megan, a widow herself, provides compassionate, professional guidance to help you find clarity and confidence in your financial future. Her support includes:
Addressing immediate financial concerns to create stability
Simplifying financial tasks and decisions during a time of grief
Developing a sustainable plan for long-term financial independence
Helping you rediscover your goals and create a future filled with possibilities
Caregivers
As a caregiver, you are often focused on supporting your loved ones, but it’s essential to prioritize your financial well-being too. Megan understands the unique challenges caregivers face, such as balancing current financial responsibilities with future planning. She can help you:
Create a financial safety net to support both caregiving and personal needs
Develop strategies to manage fluctuating expenses and income
Plan for your own retirement while navigating caregiving obligations
Gain peace of mind with a personalized, flexible financial roadmap
Megan Kopka
CFP®, RLP®
Megan Kopka, founder of Kopka Financial, LLC, brings over 15 years of experience in financial life planning and investment management. As a widow, single parent, and former caregiver, Megan offers a compassionate, client-first approach to help individuals navigate life transitions.
She holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Registered Life Planner (RLP®) designations, reflecting her dedication to providing personalized, fiduciary advice. Megan specializes in empowering clients with clarity, confidence, and sustainable financial strategies.