About Us

^{What We Do}
Forging a
Path Together

With a commitment to making a positive impact, we utilize a six-step roadmap to ensure personalized and effective financial planning. It starts with understanding each client's unique financial situation and setting clear goals. We analyze their financial data to create a holistic view of their financial landscape, then develop a tailored plan that aligns with their goals and risk tolerance, covering budgeting, saving, investing, and risk management. We assist with implementation, providing support and resources, and regularly monitor progress to ensure they stay on track. Our aim is to empower clients to take control of their financial future and achieve lasting success as a trusted partner in their journey.

^{Meet the Team}
Who You'll be Working With

Megan E. Koopman

^{Founder and President}

Megan Koopman, owner of MK Financial Solutions, is a Certified Financial Planner® professional serving the Southwest. She has been in the financial industry for over 20 years between working at a CPA firm and completing her FINRA Series 7, 63, and 66 Securities & CFP® designation along with state insurance licenses. In 2004 she graduated from DeVry University, earning a Bachelor’s Degree in Business Administration. Megan has a strong background in tax efficient investing and real estate and has a passion for sustainable and green investing. Using the financial experience, and the education she accumulated over her career, she began her independent financial planning firm partnering with several local business professionals. Not only is she an entrepreneur in business but also a teacher for her clients and peers.

^{Our Process}
Let's Get Started

Transparency

We believe that transparency is essential to building trust with our clients and partners and we value the same respect coming from our clients and partners. We are committed to being open and honest in our interactions and want to ensure you have access to the information you need, including; costs, time, and expectations from us.

Clarity & Patience

When working with us, you can expect clear communication and a tailored approach to meet your unique needs. We are committed to help for years to come and continue to provide ongoing support and maintenance for you and your family's portfolio.

Presence & Dedication

We give our full attention to the task at hand, communicating promptly, and finding proactive solutions to help you achieve your financial goals. By working together, we want to exceed your expectations. Your voice matters. We value feedback to make sure we are meeting the highest standards of service.

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