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Sheri L. Conklin, CFP®

Conklin Financial Planning

8 Spanktown Rd
Warwick, NY 10990
Phone: (845) 651-9088
Fax: (845) 595-2476

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Asset Allocation
  • Investment Management
  • Corporate Finance
  • Employee Benefits
  • Irregular Income
  • Getting Married
  • Mutual Funds
  • Real Estate
  • Job Loss
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Startup
  • Starting a Family
  • Sudden Wealth
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.