Conklin Financial Planning
Conklin Financial Planning, based in Thornton, CO, and registered in California, stands out for its commitment to providing accessible, unbiased financial advice. Unlike many firms, they don’t manage assets but instead focus on offering affordable, independent guidance either on an hourly or project basis. Their approach prioritizes creating personalized financial plans aligned with clients’ goals while simplifying complex financial matters into understandable decisions. Additionally, they provide coaching that encompasses not just financial aspects but also addresses holistic well-being to navigate the challenges of retirement successfully.
About Sheri Conklin, CFP®
Sheri Conklin, the founder and Certified Financial Planner (CFP®), emphasizes trust and client-centric service. Acting as a fiduciary, she places clients’ interests first, ensuring a compassionate and non-judgmental approach. With over three decades of diverse financial experience, including working with service members transitioning to civilian life and providing money coaching, Sheri brings a wealth of expertise to her practice.
Her educational background includes a Bachelor’s in Accounting, an MBA in Finance, and various coaching certifications. Sheri’s mission centers on serving others through financial planning and life coaching, helping clients achieve milestones such as retirement, debt reduction, rebuilding life after divorce and goal realization.
As a lifelong learner and passionate individual, Sheri is dedicated to personal development and enjoys activities like reading, cooking, hiking, and traveling. With two sons and a background rich in both professional expertise and personal experiences, she brings a unique blend of skills and empathy to her practice, empowering clients to secure their financial futures and pursue fulfilling lives.