About KK Financial Solutions

Karen Koenig

Building Confidence, Creating Clarity

At KK Financial Solutions, we believe financial planning is more than numbers — it’s about empowering you to live life with clarity, confidence, and purpose. Whether you’re building wealth, navigating life transitions, or preparing for the unexpected, we’re here to help you make informed decisions every step of the way.

Karen Koenig


Your Life. Your Plan. Your Pace.

Our approach begins with listening. We take the time to understand what truly matters to you — your goals, your values, and your unique story. From there, we create a personalized financial plan that evolves with your life. Our process is designed to simplify the complex, explain every strategy clearly, and ensure that every recommendation supports your bigger picture.

More Than Advisors — We’re Your Partners

Founded by Karen Koenig, MBA, a former Air Force Major turned financial planner, KK Financial Solutions was built on a foundation of discipline, integrity, and service. Karen and her team bring together decades of leadership, project management, and financial expertise to guide clients toward lasting financial independence.


We’re proud to serve professionals, entrepreneurs, divorcees, and retirees — helping each one achieve balance between financial security and personal well-being.

Our Values in Action

Every strategy we design is guided by our core values:

Empowerment

Educating clients to make confident financial decisions.

Integrity

Doing what’s right, always — even when no one’s watching.

Clarity

Making complex financial concepts simple and actionable.

Service

Treating every client relationship with respect, care, and attention.