Today, Ed is joined by Megan Kopka. She’s a Certified Financial Planner® and a woman on a mission to help others move through their grief and financial planning.

Megan got her start in the industry in 2007 as a financial advisor, beginning at the grandeur of the large wire houses until her personal life led her to a small, local planning firm and from there, to an elite solo advisor working with high-net-worth clientele.

Eventually, she opened her own firm, Kopka Financial LLC, embracing the truly independent model for today’s fiduciary advisor.

Listen in as Megan unpacks the way forward for those who are dealing with the grief of losing a partner. She explains the role of couples counseling in the world of financial planning.

Through her own powerful experience of losing a husband, Megan demonstrates the importance of comprehensive, balanced, and holistic planning—based on empathy, compassion, and with a view toward nurturing a pleasurable relationship with money.

Key Topics:

Resources:

Connect With Healthy Love and Money: