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Sheryl Conklin

Advisor at Conklin Financial Planning

Updated today

Location

Thornton, CO

Credentials

CFP®, Series 65

Industry experience

8 years

About

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.

Client services

Based on Conklin Financial Planning

Financial planning

Expertise

Based on Conklin Financial Planning

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General retirement planning General estate planning guidance

Fee options

Fixed

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.

Subscriptions

Financial coaching monthly fee of $500 after initial 3-month package.

Other

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.

Location

Thornton, CO

Most active in

California · Colorado

Work history

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)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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CFP®, ChFC®, Series 63

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College savings (529s, UTMA, etc.) Executive Founder/Business Owner Consultant Technology Professional Mid-Career Professionals Approaching retirement Dual Income Family
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Options & derivatives strategies Passive / index investing Active portfolio management
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General tax planning Wealth management Income planning Disability insurance
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Darren Spreeuw is a financial advisor at Aviator Wealth Group with nine years of industry experience. He holds a Series 66 designation and has previously worked at Ratio Wealth Group, LLC, MML Investors Services, and Helm Investment Management. Outside of his advisory role, he serves as chairman of the board for the Colorado Student Leaders Institute. Aviator Wealth Group is an independent registered investment adviser serving individuals, institutions, and business clients with discretionary and non-discretionary investment management, financial planning, and consulting services. The firm employs a macro-environmental, top-down approach to tactical asset allocation and offers business-focused consulting including generational transitions and exit planning.

Retirement income strategy Early retirement planning Private / alternative investments Real estate investing Cash flow / budgeting Founder/Business Owner Executive Approaching retirement Mid-Career Professionals
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