Strategic financial planning.
Deeply attuned to your life.
or simply tired of piecing things together on your own,
I bring advanced strategy and steady support to help you move forward with clarity & confidence.
Welcome to the
“...I felt completely lost and unequipped when it came to dealing with my finances...”
Karlee and her team have been incredible in giving me the guidance, habits, and tools to not only understand my finances but feel confident in my financial future. I’ve enthusiastically referred Karlee to friends and family, especially other women who will also benefit from Karlee’s expertise, warmth, and commitment to her clients.
“Karlee has had a very positive impact on mine and Wessal’s life and her help in adding stability to our lives is much appreciated”
“Karlee is one of the few financial advisers who embraces both the numbers AND the emotions that come with them”
Karlee Vukets’ financial advice has guided me through many stages of my life: from university graduation to young professional to business owner. Karlee has made sure my transitions in life have always had a solid financial plan attached to them that are manageable yet leave room for some fun. I cannot recommend Karlee enough to help you figure out how to make your money work for you without stressing you out!
Do you find it overwhelming to think about finally getting your financial life in order?
complementary 30-minute introductory call.
Planning
& Coordination
Education
Financial Strategy
Risk alignment with life goals
and Disability Insurance
and Group Insurance
Not ready to chat yet?
This is where you can start...
Know your net worth
Your net worth statement is the best indicator of your financial health! It is a snapshot in time listing everything you OWN minus everything you OWE. Most people have it in their head, but it's time for you to write it down and start tracking it!
Get the Net Worth Calculator
Money isn’t your weak spot...
It’s just the one area you’ve never had the right support.
Maybe you’ve Googled. Read the blogs. Tried the apps. Asked ChatGPT.
But between your career, your life, and a to-do list that never shrinks, your finances still feel...
Scattered. Overwhelming. Disjointed.
At KV&Co, I offer strategic, values-aligned financial planning for professionals who want honest answers and a plan that is tailor-made for their life.
No one-size-fits-all templates. No sales pitch. Just someone who sits down, listens to what matters, and helps you move forward with clarity, calm, and confidence.
This isn’t just about numbers. It’s about creating momentum.
A financial life that finally flows.
You’re in the Right Place If…
You're successful in your career but feel behind on retirement planning
You’ve got stock options, RSUs, or other equity comp and want to make the most of it
You bought a property (or more than one) and it’s still stressful every month
You want to stop second-guessing yourself
You’re tired of piecing it all together on your own
You wish you had a trusted partner, not just another tool or course
