Sheryl Conklin
Advisor at Conklin Financial Planning
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Conklin Financial Planning
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Thornton, CO
Credentials
CFP®, Series 65
Industry experience
8 years
Sheryl Conklin is a CERTIFIED FINANCIAL PLANNER™ professional with eight years of industry experience. She is the sole advisor at Conklin Financial Planning, an independent firm based in Thornton, CO. Her prior experience includes roles at Zeiders Enterprises, Origin Financial, and the Soldier For Life Transition Assistance Program. Conklin Financial Planning serves a small roster of individual clients and workshop participants, offering project-based financial planning, investment consultation, and financial coaching. The firm focuses on fixed-fee and hourly engagements, emphasizing low-cost passive investment strategies and client discretion without providing ongoing portfolio management or custody.
Based on Conklin Financial Planning
Financial planning services are flat fees ranging from $2,950 to $4,500 depending on the package; optional modules $495 to $660 each; Financial coaching packages as above.
Financial coaching monthly fee of $500 after initial 3-month package.
Fee-only: Financial planning flat fees ranging from $2,950 to $4,500; optional planning modules $495 to $660 each; Financial coaching initial 3-month package $1,397 upfront, then $500/month thereafter.
Thornton, CO
California · Colorado
Conklin Financial Planning, LLC
2024 - Present (2 years)
RetireWise Coaching (Sheri Conklin dba)
2024 - Present (2 years)
Zeiders Enterprises, Inc.
2022 - 2023 (1 year)
Origin Financial
2021 - 2022 (1 year)
My Secure Advantage
2020 - 2021 (1 year)
Sheryl Lynn Conklin dba Conklin Financial Planning
2017 - 2024 (7 years)
CLC, Inc
2017 - 2019 (2 years)
Soldier For Life Transition Assistance Program
2012 - 2016 (4 years)
Sheryl Lynn Conklin dba Conklin Financial Planning
2008 - 2017 (9 years)
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Lawyer
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Real estate agent
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