Sheri Conklin
Financial Planner/Coach
Conklin Financial Planning
Fee-Only financial planner located in Thornton, CO, serving clients locally and across the country
I am Fee-Only
I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.
I am a Fiduciary
I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.
Things to Know
- Based in Thornton, CO, serving clients locally and across the country through virtual meetings and our collaborative platform.
- Contact us to schedule an introductory call to see if we may be a fit for you.
Conklin Financial Planning provides hourly and ongoing financial planning focused services to help clients organize, grow, and protect their assets through life's transitions.
- As a fee-only and fiduciary financial advisor, Sheri Conklin is never paid a commission of any kind, and has a legal obligation to provide unbiased financial advice.
Specializes in pre-retirement financial planning and coaching on the non-financial aspects of retirement.
No minimums.
Get to Know Sheri Conklin
Sheri Conklin was Interviewed by FeeOnlyNetwork on 12/29/2023.
What makes you or your firm particularly qualified to serve pre-retirees?
I am in the pre-retirement stage of life. I went through a divorce that was finalized at age 59. So, I had to rebuild my life, while supporting 2 children and getting them started on their own while thinking and planning for my retirement. It takes time to plan for retirement; there are a lot of factors that need to be considered beginning with the non-financial - what will my purpose be; how will I fill my days; health issues; friends; family; etc. Then we get to the financial issues - what will my monthly spending look like; where is this money going to come from; when should I start social security; will my money last; I have found based on my experience that these issues then to evolve with time; we need to try them out before we leave our jobs to allow for adjustments.
What has been your "aha-moment" during your financial services career?
The biggest “aha-moment” during my financial services career was realizing how difficult it is for most clients to understand how all the pieces of their finances fit together because the message might not be delivered to their style of learning.
What do you think is the biggest mistake people make with their money?
I think the biggest mistake people make with their money is that they don’t know what they don’t know due to the lack of financial education in our society.
How has the shift to serving clients virtually impacted your business?
The shift to serving clients virtually has allowed me to reach and help a greater number of clients.
Is there a particular book that has had a positive influence on your personal or professional life?
I do a lot of reading and have a lot of books that I refer to at times that influence me at a given time: whether it is related to the economy, stock market, professional development, health, personal development, or spiritual development. These books change as I grow and evolve.
What is the least understood aspect of your job?
Understanding the amount of time that it can take to create a financial plan and different scenarios for people.
I Can Help You With:
- Hourly, As Needed Financial Planning
- Retirement Income Planning
- Tax Planning
- Money Coaching
- Retirement Planning
- Non-Financial Retirement Coaching
Ideal Clients:
- Retirees and Near Retirees
- Business Owners and Executives
- Sudden Money Situations
FAQ with Sheri Conklin
- Do I need to be in your immediate area to use your services?
Thanks to modern technology, it is generally not essential to have in-person meetings. Frequently, work may be accomplished for distance assignments using video conferences, online data collection and other tools. The choice of a distance assignment is really determined by a client’s comfort level with working with someone who is not in the immediate area. Even for those who live and/or work in the Denver area or other nearby areas, it has been a major convenience to use these tools due to busy work/family schedules, commuting demands, etc. Sheri serves clients throughout the United States.
- Do I need to be in your immediate area to use your services?
Thanks to modern technology, it is generally not essential to have in-person meetings. Frequently, work may be accomplished for distance assignments using video conferences, online data collection and other tools. The choice of a distance assignment is really determined by a client’s comfort level with working with someone who is not in the immediate area. Even for those who live and/or work in the Denver area or other nearby areas, it has been a major convenience to use these tools due to busy work/family schedules, commuting demands, etc. Sheri serves clients throughout the United States.
Fee-Only and Fiduciary - Without Exception
Watch Our Video: Fee-Only, Fiduciary, Independent
Office Locations
4925 East 125th Ave - Thornton, CO 80241
