05/26/2026
Checki Financial
What Is Your How to Have Fun and Still Have Money Question? Simple Elegant Wealth Management
Plan, Invest, Retire and Have Fun With It. J.
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.
05/26/2026
05/08/2026
Rock climbing has been a passion of mine since I was introduced to it by my high school computer science teacher Dr Schram. Check out more rock climbing adventures...What are your hobbies? And what do you want to spend more time doing?
Hobbies: What do you do for Fun? Rock climbing has been a passion of mine since I was introduced to it by my high school computer science teacher Dr Schram. Check out more rock climbing adventures...What are your hobbies? And what do you want to spend more time doing?
04/21/2026
Intentionality: Building a Family Legacy How intentional are you being with your health, your finances and your relationships? Success isn’t about numbers on a balance sheet; it’s about ensuring you are physically and financially...
02/24/2026
Peace of Mind This is what we provide our clients daily. During a client meeting yesterday, Sally (not her real name), was unsure how long her severance payments would continue. After reading the agreement and doing a bit of math...
12/24/2025
What are your favorite holiday traditions? Merry Christmas & Happy New Year! J. J. Checki III, CFP®
04/03/2025
Is this a good day to start planning your future with Checki Financial?
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
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?
09/19/2024
Inspiration? James Clear, come up with 25 good ideas, It's a grind, persistent, baby, grind it out.
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| Monday | 8am - 5pm |
| Tuesday | 8am - 5pm |
| Wednesday | 8am - 5pm |
| Thursday | 8am - 5pm |
| Friday | 8am - 5pm |