Karen Koenig
Empowering women and divorced people to understand and grow their money
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Serving Clients Nationwide
Empowering women and divorced people to understand and grow their money
Areas of Focus
- Divorce Financial Planning
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
- Women & Wealth
About Karen Koenig
Hi, I'm Karen Koenig, a financial planner and the founder of KK Financial Solutions.My career began with 26 years in the military, where I retired as a Major. After my military career, I worked in a variety of industries, including electronics, aerospace, and defense, specializing in Project Management. Throughout my career, I’ve discovered my passion for working with people and helping them achieve their goals using my detailed project management approach.
I started my practice as a financial planner in 2016 with the desire to work with business owners and women looking to work on their wealth management.
I have two kids, Jarod and Jenna. They both live in Nebraska, my son works as a farmer and my daughter works in human services. Between the two of them I have five grandchildren!
In my free time, I travel extensively both locally and abroad, I ride a Harley, but on top of these adventures, I love to quilt.
If you are interested in learning more about financial advisory services, please contact me for a free consultation! I hope to become your trusted financial coach.
My Promise as Your Financial Planner
I will walk you through the entire process, whether you’re looking for estate planning or retirement planning services. Through my public speaking engagements and my published book, I find passion and purpose by empowering women to grow their wealth and set up their businesses for financial success through investment management.
You define your goals and dreams for your future, and I will stick with you until we see those goals become reality.
Affiliations
- The AGC
Primary Location
Surprise, Arizona
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Flat Fee
- Hourly Rate
- Package Offers
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About KK Financial Solutions
At KK Financial Solutions, we believe that financial success is about more than just numbers — it’s about building confidence, making informed choices, and feeling secure in your financial journey.With a deep understanding of the challenges that come with managing money, we are here to help you navigate every stage — from planning for growth to preparing for the unexpected. Our goal is to empower you with knowledge, so you can create a balanced life that prioritizes both your financial health and personal well-being.
Why Choose KK Financial Solutions?
There are many financial advisors to choose from so why should you consider KK Financial Solutions?
From financial planning services to investment management and estate planning, I approach every client’s goals through a lens of project management.
We help by listening to you and focusing on your financial needs. Together, we create a plan that supports your unique situation. We take the time to explain our strategies as we make sure that we recommend products and services that are right for you and your goals.
✔️ Experienced Financial Planner & Strategic Advisor
With a BA in Organizational Management and two MBAs, I transitioned to the financial services industry in 2015. I led a team of over 50 professionals at my previous firm and now bring that expertise to KK Financial Solutions. I am honored to have received the Influential Business Women Award 2024, the 10 Best CEOs of 2024 award, and the Female of the Year Award 2023.
✔️ Award winning author & advocate for women’s rights
My book “Woman on Top” shares my experience on how I navigated male-dominated industries while retaining femininity and grace. As a woman business owner, I know how to help women make their voices heard in a male-dominated industries. And, as a divorcee, I can relate to clients undergoing this major life change and help them with any large settlements and financial changes that result.
✔️ Veteran Owned Business
I served in the Air Force for 26 years so I understand being deployed, the pension we are offered, and the Thrift Savings Plan for retirement growth. Being a veteran myself, I can identify with the pain points you feel and provide customized financial advice to help you reach your financial goals. I do this in a way that is easy to understand and takes the fear out of money and investing. Who better to manage and help you with your money than someone who understands where you have been?
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Let us be your trusted financial partner in building a brighter, more secure future.
Education
Indiana University - Kelley School of Business, Master of Business Administration | Jones International University, Master of Business Administration - MBA, Project Management | Concordia University, Nebraska, Bachelor of Arts - BA, Organizational Leadership
Volunteer Experience
NCOAGA - Graduate Newsletter Editor, The Grand Marketing Team - Lead, SCMP - Former President/Vice and Member of BOD
Hobbies and Interests
- Crafts
- Family
- Motorcycling
- Music
- Reading
- Traveling
- Walking
- Wine
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Divorce
- Dual Income Family
- Gen X
- Gen Y / Millennials
- Gen Z
- Government Employees
- Individuals
- Military
- Single Women
- Veterans
- Widow
- Women in Transition
- Women Professionals
- Women’s Finance
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