Maggie Klokkenga, CFP®, CPA Make A Money Mindshift, LLC

About Maggie Klokkenga, CFP®, CPA, AFC® candidate

I’m a CERTIFIED FINANCIAL PLANNER™ professional, CPA, and AFC® candidate and have worked in the financial services industry for over 25 years. In that time, I’ve worked with couples to help them make their money work for them.

When the government shut down on December 22, 2018 and lasted until January 15, 2019, I remember reading a news article about furloughed government workers who could not afford the gas to drive to work. They had been living paycheck to paycheck, and the shutdown meant that their paycheck stopped. Reading about that circumstance shocked me. I told myself that I needed to do something.

Curious but not a total believer, a couple months later I became a Financial Peace University instructor with my husband at our church. Over half of the attendees were people who had already attended FPU at least one other time. These couples tried to get out of debt and start saving, but they found themselves back in the hamster wheel, going in circles and not getting anywhere with their finances. I wondered why. I told myself that there was more that I could do, but I was trying to determine what that would be.

I started reading more into the whys: the psychology of money. Why do people do what they do with their money? What I have studied is FASCINATING. It’s liberating. And frankly, it’s a relief to so many.

I set up my firm, Make A Money Mindshift, to offer financial coaching first: I will teach you the WHYs surrounding your money and use tools to show you the HOWs so you can achieve your WHATs. Financial planning is offered after the completion of a financial coaching package, if desired.

You can view my financial coaching packages at https://makeamoneymindshift.com.

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Cash Flow/Budgeting
  • Financial Coaching
  • Gen Y/Millennials
  • In Transition

Ways Advisor Charges

  • Flat Fee
  • Hourly

Fee Options

  • Flat Fee: $500+/engagement
  • Hourly Fee: $300+/hr

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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