Empowering You To Take Control of Your Financial Future
Financial Advisor Serving Women Through Divorce, Retirement, and Life Transitions in Surprise, AZ
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.
Let us be your trusted financial partner in building a brighter, more secure future.
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 understand the challenges of managing money and are here to guide you through every stage — from building wealth to preparing for the unexpected. By truly listening and creating strategies that fit your unique situation, we empower you to achieve both financial confidence and personal well-being.
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.
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FAQs
Money questions can feel overwhelming, especially during a big transition. Here are honest answers to some of the ones I get asked most.
How much does a financial advisor cost?
Our fees are simple and straightforward. For investment management, KK Financial Solutions charges a 1% annual fee based on the value of the assets we manage for you.
Because our fee is based on the value of your portfolio, our interests are aligned with yours. When you do better, we do better. We believe in transparent pricing, with no commissions or hidden, layered fees.
What do you do for people just looking for financial planning or business planning?
KK Financial Solutions offers three planning packages: Silver, Gold, and Platinum. Each package has a simple fee based on the scope of services you need. During a FREE consultation, we'll talk through your goals and recommend the package that best fits your needs.
See full pricing details here: https://www.kkfinancialsolutions.us/financial-planning
Do you work with clients outside of Arizona?
Yes. KK Financial Solutions is based in Surprise, Arizona, but Karen works with clients across multiple states. As a fiduciary, she is committed to acting in her clients' best interests and serves clients beyond Arizona, including clients in California, Idaho, Nebraska, New York, South Carolina, Tennessee, Texas, Washington, and Wyoming.
What life events should prompt me to talk to a financial advisor?
Certain moments in life are natural points to review your finances: going through a divorce, approaching or entering retirement, losing a spouse, changing careers, starting or selling a business, receiving an inheritance, getting married, or having a child. If you're facing one of these transitions and aren't sure where to start, that's exactly what a financial planning conversation is for.
How is KK Financial Solutions different from a big-firm advisor?
Karen Koenig approaches every client relationship through the lens of project management, built from decades of leadership experience, including 26 years in the Air Force. As a veteran and a divorcee herself, she brings personal understanding to the transitions many of her clients are navigating. Most importantly, you work directly with Karen rather than being handed off to a team you've never met.
Do you work with women going through divorce?
Yes. Divorce financial planning is one of KK Financial Solutions' core areas of focus. Karen has personally navigated divorce and helps clients understand settlements, untangle joint finances, and rebuild a financial plan for their next chapter.