Complimentary initial consultation
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A fee-only financial planner and coach serving clients in the Denver area and virtually across the country
“Retirement is a journey that may span decades. Not only are you retiring from your job, you’ll be shifting into something new. We want to help you create a vision for a future with purpose in-tune with your finances.”
Our specialty is retirement planning and coaching.
Through coaching we help you with the non-financial aspects of retirement through a series of exercises focused on the body, mind and spirit so you can avoid the dark side of retirement.
Through planning, we help identify where you are today and where you want to be in the future. Do your resources match with your future goals? Does your Social Security strategy best fit your circumstances? What type of Medicare option(s) will you select? What about long-term care planning?
The Get Acquainted meeting is no charge. We will determine the scope of work to complete, provide an estimate of the cost of the project and the next steps to prepare your plan.
Hourly, As-Needed Planning
At Conklin Financial Planning, we distinguish ourselves from other financial planning practitioners in that we don’t receive any compensation or commissions from the recommendations or sale of financial products. Our approach is to charge hourly for planning advice and investment selection or on a project basis. We are compensated solely by you for the consultative services we provide based on an hourly rate. We select the appropriate products based on your specific situation and deliver an easy to understand plan with actionable steps. This plan is tailored to you to help you achieve your specific life’s goals and is based on your attitude toward risk and your desired time frame.
We are proud to be an independent financial planning practice. We’ve taken the fiduciary oath. A fiduciary is someone you can trust to put your interests above their own.
Our hourly compensation model is similar to that of a lawyer or an accountant and we believe it minimizes potential conflicts of interest, and can be very cost effective in the long run. To learn more about how to engage in the financial planning and money coaching process with a Certified Financial Planner at Conklin Financial Planning, schedule a complementary get acquainted meeting by contacting us today.