At Kopka Financial, we focus on helping women rebuild their lives due to the transition that arises from death or divorce. Secondarily, our experience enables us to serve couples as they face the unique challenges of caregiving. In all instances, we are a firm that follows the tenets of Financial Life Planning, and as such, recognize and understand the balance necessary to have your money simply be the details to a life well-lived.

 

As the founder of Kopka Financial, my unique personal journey, including being a caregiver for an ALS spouse, a widow, and a single-parent household, coupled with being a Certified Financial Planner (CFP), soon-to-be Registered Life Planner (RLP), and the Founder of the Wilmington NC Chapter of The Modern Widow’s Club has fueled my aspirations to help women have a firm financial foundation, all the while helping them visualize what’s possible. I work with women who have or are facing trauma and stress and help them gain clarity about their values as they work to rebuild what it means to live a meaningful life.

 

To me, “Financial Life Planning is an approach to financial planning which places the interior history, transitions, goals, principles, and core values of you, the client, at the center of the planning process. As the advisor or planner, your life becomes the axis around which the financial plan develops and evolves.” If you would like to discuss your situation with someone who cares and understands, please reach out to schedule a brief call.

Kopka Financial, LLC.

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Kopka Financial, LLC.

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