Kopka Financial, LLC

Megan Kopka is passionate about helping women—especially caregivers and widows—find financial security and the freedom to live fulfilling lives through intentional life planning and investing. Drawing from her diverse experiences as a former math teacher, wife, mom, widow, solo parent, caregiver, medical advocate, business owner, and feminist, Megan offers unique insights on integrating money with life values. Megan is both a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a Registered Life Planner (RLP®), blending her personal, professional, and altruistic missions to serve clients meaningfully. She specializes in working with widows and caregivers, providing holistic financial guidance to help them navigate life transitions confidently. About Kopka Financial, LLC. Kopka Financial, LLC is a fiduciary-focused financial planning and investment management firm dedicated to meeting each client’s unique needs with integrity and transparency. As a Registered Investment Advisory (RIA) firm, Kopka Financial operates with your best interests as the top priority, ensuring every decision aligns with your goals, values, and financial well-being. Our mission is to guide you to your financial aspirations while easing your peace of mind. We simplify complex processes by assisting you with cumbersome paperwork and educating you in a way that eliminates industry jargon. The nuances, rules, and account types are explained based on how they fit your specific needs, risk tolerance, tax structure, and earning capabilities. At Kopka Financial, we strive to allocate your resources efficiently so you can confidently pursue your dreams. Working with Kopka Financial begins with a comprehensive financial plan. This plan serves as the foundation for understanding your goals, savings, and spending habits. We aim to ensure your money provides a lifestyle that fulfills you and aligns with what matters most to you. Planning gives us a framework for ongoing investment management, allowing us to adapt as your life and market conditions evolve. Kopka Financial takes a holistic approach to financial planning, helping you confidently navigate life’s transitions. By integrating personalized strategies into every plan, we work to grow and preserve your resources while advising you on using your cash flow to achieve your life goals. Our commitment to personalized service helps ensure clients feel empowered, informed, and secure in their financial future.