Checki Financial

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
Rock climbing has been a passion of mine since I was introduced to it by my high school computer science teacher Dr Schr...
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?

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?

Intentionality: Building a Family Legacy How intentional are you being with your health, your finances and your relation...
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...

Peace of Mind This is what we provide our clients daily. During a client meeting yesterday, Sally (not her real name), w...
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...

What are your favorite holiday traditions? Merry Christmas & Happy New Year! J. J. Checki III, CFP®
12/24/2025

What are your favorite holiday traditions? Merry Christmas & Happy New Year! J. J. Checki III, CFP®

Is this a good day to start planning your future with Checki Financial?
04/03/2025

Is this a good day to start planning your future with Checki Financial?

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

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

Are You Ready to Make 2025 the Year You’ve Always Dreamed Of?

09/19/2024

It's a grind, persistent, baby, grind it out.

At Checki Financial, we know that you want Financial Freedom. We believe you deserve a successful comprehensive financia...
08/05/2024

At Checki Financial, we know that you want Financial Freedom. We believe you deserve a successful comprehensive financial plan that leads to Peace of Mind. Here's how we do it...

At Checki Financial, we know that you want Financial Freedom. We believe you deserve a successful comprehensive financial plan that leads to Peace of Mind. Here's how we do it...

Address

Plano, TX

Opening Hours

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

Telephone

+19724228294

Website

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