Conklin Financial Planning
Conklin Financial Planning is a California Registered Investment Advisory firm located in Roseville, CA, with a secondary registration in New York. What makes Conklin Financial Planning unique is that we provide affordable, independent and objective advice, charge on an hourly basis and do not take assets under management. Our priority is to develop a financial plan specific to the clients’ financial goals, and simplify complex issues into straight-forward, understandable decisions. In addition, we offer ongoing support and monitoring of these plans via “financial checkups” to enhance the probability of success.
About Sheri Conklin, CFP®
Trust is a big deal for my clients. They want to be sure they are doing the right things for their financial future, but have been unsure until now how they could best obtain the independent, professional advice they need and want. I act as a “fiduciary” – meaning I’m legally bound to put your interests first. When you work with me, there is no judgement, only compassion. I listen to your concerns, needs, worries and fears and together we will translate them into measurable financial goals. If you are worried, anxious, or unclear and juggling multiple priorities, I help you to understand what stops you from achieving your financial dreams and show you the right direction. I am your partner and I will lead the way until you can see clearly where you are going. I work at your pace, educating you as we travel down the road.
Since 2008 individuals and couples have been coming to me to help them make sound financial decisions so they can do more of what they love. My business was founded on the belief that good financial planning doesn’t have to be scary, complex or confusing. I came to this belief early in my career when I was preparing individual income tax returns and again when working as a mortgage broker. I have spent over 30 years working in a variety of accounting and financial positions in both large and small companies – public, private and family-owned. I have worked for establish corporations and start-up companies doing budgeting, financial planning, strategic planning, contract administration, employee benefits, risk management, restructurings, income taxes and mortgage financing. I spent 5 years working with our service members, helping them prepare financially to transition out of the military to civilian life and have worked three years for an Employee Assistance Program providing Money Coaching.
My Credentials include:
- BS Accounting
- MBA Finance
- Certificate in Financial Planning
- CERTIFIED FINANCIAL PLANNER™ certification
- Robbins Madanes Core 100 Coach training
- Strategic Intervention Activation Method Coaching ™
- 30+ years of professional finance experience with Lever Brothers, Telerate, PSE&G, AARP Tax-Aide Program, the Soldier for Life Transition program and My Secure Advantage.
- Member, The Garrett Planning Network
My mission in life has been to serve others and I’ve found my passion serving others via financial planning and life coaching. For me there is nothing more rewarding to hear how my services helped my clients afford to retire, get out of debt, change careers and realize their goals.
I am a life long learner, participating in personal development coursework to learn and apply new skills to support others in their quest for better lives and greater prosperity. I also love reading, cooking, hiking, skiing and traveling. I am divorced, the mother of 2 boys who are starting out in the work force and learning to survive without the “Bank of Mom”.
Call 845-629-4391 or email firstname.lastname@example.org to schedule a Get Acquainted meeting.
In essence, if we want to direct our lives, we must take control of our consistent actions. It’s not what we do once in a while that shapes our lives, but what we do consistently. – Tony Robbins