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Who We Serve

Let's Address Your Unique Needs

Our first priority is to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

As your advocate, we make it our mission to simplify complex financial concepts so you have increased confidence as we navigate the changing financial landscape. We work with individuals and families who are seeking to make sense of the information clutter, filter out what's important, and travel a path that points towards their unique financial goals.

Many of our clients are also Business Owners, and we enjoy helping them work towards conquering their financial challenges, both personally and professionally. 

As a widower myself (back in 1999), we love to help Widows and Widowers through the challenging "suddenly single" recovery process. We are by your side as we work to re-build and re-structure your financial landscape. We also engage in additional learning opportunities to make sure we are always informed on the unique needs and concerns of this group.

We also have a large number of Engineers who are Checki Financial clients. We have helped so many of them retire comfortably, and would love to talk with you if this is your profession.

When all is said and done, we love to ask the right questions to better understand you, and determine if we can work together to improve each other's lives, make life more pleasant, and enrich our worlds.

We would love to hear YOUR story. While what we do might not seem all that interesting, WHY we do it is!

Have FUN and BE WELL.