Where Compassion Meets Financial Clarity
Holistic Financial Planning for Widows and Caregivers
PLAN WITH CLARITY. INVEST WITH CONFIDENCE.
What We Do
For widows and caregivers, working with Kopka Financial begins with understanding your full financial household. Together, we design a personalized financial life plan that brings clarity, stability, and purpose to your next chapter. Our goal is to stabilize your financial foundation to provide you with a lifestyle that you can afford, that brings you peace and fulfills you. Planning helps us understand what is important to you and gives us a framework for our ongoing investment management.
A primary goal of investment management is to grow and preserve your resources. Together we will discuss and implement how to use your resources to grow your confidence and help you feel secure. Both financial life planning and investment management are ongoing services – because life is unpredictable, and markets shift. Your plan and investments should evolve with you.
Our Services
Financial Life Planning
We tailor holistic plans that evolve with you. Holistic comprehensive plans address investments, tax, estate, and cash flow planning. We organize your finances and implement strategies to support a secure financial future.
Investment Management
Integrated with planning, investment management focuses on personalized, tax-efficient portfolios with risk assessment, rebalancing, and strategies aligned with your financial life.
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.
Caregivers
As a caregiver, your focus is often on supporting your loved one- but your financial well-being matters too. At Kopka Financial, we understand the unique dynamic caregivers and patients face, while patients typically want to ensure their family’s future, caregivers often want to provide the best care money can buy. We help you balance both- meeting today’s needs while planning wisely for tomorrow.
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
WE HELP YOU:
Create space to support both caregiving and personal needs conversations
Develop strategies to manage fluctuating expenses and income
Plan for your own life journey while navigating caregiving obligations
Gain peace of mind with financial life guidance
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. 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, your focus is often on supporting your loved one- but your financial well-being matters too. At Kopka Financial, we understand the unique dynamic caregivers and patients face, while patients typically want to ensure their family’s future, caregivers often want to provide the best care money can buy. We help you balance both- meeting today’s needs while planning wisely for tomorrow. We help you:
Create space to support both caregiving and personal needs conversations
Develop strategies to manage fluctuating expenses and income
Plan for your own life journey while navigating caregiving obligations
Gain peace of mind with financial life guidance
Megan Kopka CFP®, RLP®
Megan Kopka, founder of Kopka Financial, LLC, brings over 18 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.
