Strategic financial planning.
Deeply attuned to your life.
We work with executives and professionals when they are:
Navigating equity compensation
Managing multiple properties
Tired of piecing things together
Strategic financial planning.
Deeply attuned to your life.
I bring advanced financial planning strategy and steady support to help you move forward with clarity & confidence.
We work with Executives and professional when they are:
Navigating equity compensation
Managing multiple properties
Tired of piecing things together
You’re in the right place if…
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're successful in your career but feel behind on retirement planning
You’re tired of piecing it all together on your own
You want to stop second-guessing yourself
You wish you had a trusted partner, not just another tool or course
We know how it goes
You’ve Googled. You've read the blogs. You've tried the apps. You've even 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.
It changes how you feel about money.
“...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!
Client testimonials
Two ways we deliver custom financial planning and tailored insurance solutions
Personalized, values-aligned financial planning process designed to give you clarity, momentum, and relief — not just a spreadsheet
Whether you’re managing stock options, real estate, bonuses, or just trying to create a plan that reflects your whole life — we’ll build a clear, customized path forward, together.
The Process
4–6 month engagement that creates clarity and momentum without overwhelming your already-full life.
The Outcome
A full, personalized financial plan –the sense that this part of your life is finally in motion
Understand what's available, how it works, and which options align with your financial picture
Whether you're buying your first home, welcoming a child, or someone exploring tax-efficient strategies for long-term wealth - I can help you make confident decisions about what coverage (if any) is right for you.
The Process
2 meetings for straightforward term insurance, to a mutli-meeting process for more complex planning
The Outcome
Clarity, not confusion. You'll understand exactly what insurance policy you're buying and why it's right for you.
Karlee Vukets, CFP
It’s just the one area you’ve never had the right support.
