Checki Financial

Checki Financial

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Doing our Best to Make Work Optional For Our Clients. Simple & Elegant Wealth Management


We focus on making work optional for our clients. joined the firm, adds youthful perspective as we help clients with Multi-Generational Planning. Third-Party comments may not be representative of all client experiences. Please see my website for full disclosure.

Checki Espresso Maker Update 02/11/2025

What Happened Next...Sister & Sips Follow up to the Express Story…Our daughters have since used the machine to start a business. Watch the Story

Checki Espresso Maker Update What Happened Next...Sister & Sips Follow up to the Express Story…Our daughters have since used the machine to start a business. Watch the Story

Your Guide to Owning 2025! By Influence Expert Michael Bernoff 12/13/2024

Your Guide to Owning 2025! By Influence Expert Michael Bernoff Are You Ready to Make 2025 the Year You’ve Always Dreamed Of?

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Telephone

Address

Plano, TX

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm