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Do you feel lost

when it comes

to money?

Well then, I am your best financial solution.

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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.


Our Investment Process

We customize your portfolio to fit your needs and in accordance with your goals, account size, and risk tolerance using our 3 C’s


Cash

The Cash strategy consists of resources that you need to meet your family's short-term cash flow needs, including regular income from employment or a pension, safe borrowing capacity, and investment assets earmarked for this purpose.


The aim of the Cash strategy is to provide enough capital to safely meet your short-term expenses

regardless of market volatility.



Consistency

The Consistency strategy are the resources that you need to be focused on meeting your lifetime goals.


Its aim is to ensure that you’re invested in such a way that you have a high probability of meeting those objectives. The risk here is measured in terms of shortfall risk, in other words the possibility of not meeting one of your investment goals.


By coordinating your Cash and Consistency strategies, your confidence in your long-term financial well-being should be secure even in times of financial market volatility and economic crisis.



Continuity

The Continuity strategy consists of your family's excess resources, the share of your family's wealth that goes beyond what is needed to meet one generation's lifetime objectives.

The aim of the Continuity strategy is to pass on assets that you do not need during your lifetime to the next generation, or to use them for other favored causes. Therefore, your Continuity strategy should focus on maximizing the value of transfers to future generations and to make a positive impact on society through philanthropy. 
financial planner at KK Financial Solutions

My Promise as Your Financial Planner


Karen Koenig, MBA


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.





Contact info
(425) 610-7476
karen@kkfinancialsolutions.us
Surprise, Arizona
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Investment advice offered through Wealthcare Advisory Partners LLC dba KK Financial Solutions. Wealthcare Advisory Partners LLC is a registered investment advisor with the U.S. Securities and Exchange Commission.

     




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