– Life, Career & Financial
and Disability Insurance
and Group Insurance
Referral partner with a mortgage brokerage – Fika Financial
This is where you start your journey
At KV&Co, we are dedicated to building a community of women who are looking to bridge the emotional and practical realities of their finances, and build their wealth. So often this gets discussed in binary terms - you either have an emotional or a practical relationship with your finances. We disagree and create a space for both sides of finances to live together.
Our unique advising practice draws from Karlee’s experience as a Certified Financial Planner and professionally trained life and career coach. In her years as a financial advisor, Karlee has found her niche working primarily with female professionals, young couples, and wealth inheritors.
We could talk about the numeric results we get for our clients all day. We have witnessed amazing results as we have watched our clients grow and achieve their financial and lifestyle goals!
And yet, the compliments we love the most are when our clients leave our meetings with more clarity, confidence, and excitement than when they walked in. We even once had a client say, “Who knew I would ever get excited leaving a budgeting meeting?!?”