Megan Kopka (CFP®, RLP)
Megan Kopka focuses in the
following client markets or areas of practice:
- Hourly
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Special Needs Planning
- Women's Financial Planning Issues
- Hourly
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Special Needs Planning
- Women's Financial Planning Issues
Planning Specialties
Megan provides comprehensive financial life planning designed for women and families navigating life’s most profound transitions, death and dying. Her specialties center on end-of-life planning for self-aware couples (caregivers and patients) and financial guidance for widows.
For couples living with a life-limiting diagnosis, Megan helps them integrate financial, emotional, and logistical planning so both the caregiver and the patient can live fully and prepare thoughtfully. Her holistic approach blends fiduciary expertise with transitional coaching, clarifying what matters most -who and what you’re responsible for, how to protect loved ones, and supporting peace in difficult seasons.
For widows, Megan offers compassionate fiduciary support through the difficult tasks of consolidating assets, retitling accounts, and rebuilding financial structure amidst the upheaval. She helps clients move from survival to stability, transforming uncertainty into clarity which support growing both confidence and resilience.
Every plan combines the technical rigor of CFP® standards through Megan’s training and expertise with the human side of money, ensuring clients feel seen, supported, and capable of moving forward with grace.
Additional Information
Megan is a fee-only fiduciary and the founder of Kopka Financial, LLC, where she specializes in serving widows and caregivers through comprehensive financial life planning and investment management. Her approach is grounded in transparency, education, and helping clients move through life’s most challenging transitions with clarity and confidence.
Megan’s work is shaped by her own lived experience as a caregiver and widow, which gives her a deep understanding of the emotional and logistical complexity families face when life changes abruptly. She brings both the technical side of planning and a trauma-aware, human perspective to every engagement, helping clients organize, stabilize, and rebuild at a pace that supports their well-being.
In addition to her planning practice, Megan serves as Chair of the Board of Directors for Modern Widows Club, where she advocates nationally for better support systems for widows and collaborates with professionals dedicated to improving widowhood outcomes. She speaks frequently on financial wellness, life planning, and navigating transitions, striving to empower both clients and fellow advisors.
Megan splits her time between Wilmington, North Carolina, and Florida. She enjoys salsa dancing, traveling, reading and spending time with her adult children, Bruce and Jaden.
NAPFA Start Date
April 08, 2020
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