Helping women+ build bridges between the emotional and practical realities of their finances.
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
– Life, Career & Financial
Risk alignment with life goals
and Disability Insurance
and Group Insurance
Referral partner with a mortgage brokerage – Fika Financial
This is where you start your journey
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
We are breaking the mold that says, "You can only work with a financial advisor if you are already rich."
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?!?”
