Wealthcare Welcomes Karen Koenig

Wealthcare Welcomes Karen Koenig

Karen Koenig is a financial advisor based in Surprise, AZ, with nine years of experience in the financial services industry. She offers thorough financial services and goals-oriented wealth management to a diverse clientele, including women, individuals, families, small businesses, and entrepreneurs. These services encompass financial, investment, tax, and estate planning, as well as wealth management, asset preservation, and tax strategies.

Karen chose to affiliate with Wealthcare Capital Management to gain access to the GDX360® process and the WealthcareGDX® (Goals-Driven eXperience) platform.

Utilizing this platform, Karen can relinquish many of her non-revenue-generating tasks to Wealthcare. This enables her to dedicate additional time to her mission of assisting business owners and women interested in enhancing their wealth management strategies.

Through the GDX360 process, Karen can provide clients with a wealth of information, from investment strategies to tax optimization. Wealthcare’s process synchronizes her clients’ financial plans with their investments and calculates their Comfort Zone® based on their life goals. As the process monitors changes to her client’s plan based on life goals or market changes, Karen can proactively provide her clients with financial strategies to keep them on track to reaching their personal goals.

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