Conklin Financial Planning offers advice on various financial topics, including cash flow, college funding, and retirement planning. They do not manage client investment portfolios. The firm provides financial coaching, educational sessions, and workshops on personal finance and investing. They work with clients to determine their financial needs and goals, and may request financial documents to aid in the planning process. Conklin Financial Planning does not provide legal or insurance services.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
directory.garrettplanningnetwork.com/colorado/t... ·www.alignable.com/thornton-co/conklin-financial... ·www.conklinfinancialplanning.com
Fee Structure
- For limited scope projects, a fixed fee of $726 may be offered.
- Annual plan updates cost $1,500-$2,500.
One-Time Plan:$726 - $2,500
Hourly Rate:$200 - $370/hr
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