Comments on: Maggie Klokkenga, CPA, CFP®, AFC®

By: Randy

Randy — Mon, 31 Mar 2025 18:27:19 +0000

Hello, I’m interested in you helping me in developing a financial plan.
Email – randyw101@hotmail.com
Text- 615-972-8658

Thanks, randy

By: Tom

Tom — Wed, 27 Nov 2024 19:03:53 +0000

Hi Maggie- I came across your bio and appreciate your credentials and experience. I would welcome an intro call and will schedule it through the link provided. If you personally are not taking new clients, I’m open to meeting with another CFP but would like to know who if possible. Thanks and have a great Thanksgiving! Best- Tom

By: Ashley

Ashley — Tue, 19 Nov 2024 17:09:22 +0000

Hi,
I’m a freelance journalist on assignment for the online edition of SUCCESS magazine. I’m researching a story about the IRS’s changes to tax laws for 2025 and what readers can expect. Because of your background as both a CPA and CFP, I’m hoping you’ll be interested and available to lend your expertise to this story. For example, I’m interested to hear about the broader context of how the updates released in October compare to previous years, what changes will be most impactful to different kinds of readers, and if/how these changes will be reflected in readers’ pay checks.

If you’re interested and available to speak later this week or early next, you can find my schedule and book a Zoom interview here: https://calendly.com/ashleymbiggers

If you’re not interested and/or available to speak, please let me know.

Thank you for your consideration. I look forward to hearing from you.

Warm regards,
Ashley

By: Donna

Donna — Mon, 07 Oct 2024 19:40:23 +0000

I am looking for a fee only fiduciary CFP. I’m looking for advise. My grandson will be receiving some money and we would like to set him up properly for the future.

By: Michelle

Michelle — Thu, 15 Aug 2024 16:01:53 +0000

I have a meeting with Ricki Cooke on 8/30/24 at 10:30 who is affiliated with Abundo Wealth, but I would prefer to meet with you. Am I able to cancel with him and schedule a time with you?
I think you would be a better fit. I have listened to some of the podcasts that you were featured in and your approach to uncovering and overcoming obstacles about money is important to me as well as tackling my future financial planning based on a perspective of tax advantages and my goals.
Thank you and I hope you have a great day,
Michelle