Maggie Klokkenga

Maggie Klokkenga, founder of Make A Money MindShift, shares her transformative journey from being a CPA to starting her own firm focused on financial coaching. She discusses her client engagement process and the positive outcomes she's witnessed. The podcast also explores the impact of having a tax background, the AFC designation in financial coaching, and the importance of flexibility for advisors. Maggie reflects on her experience attending the XYPN Live conference and offers advice for young advisors considering starting their own practice.

Seasoned financial planner Maggie Klokkenga shares insights on retirement planning, cash flow, and the impact of childhood experiences on financial habits. She offers practical tips on managing expenses, tracking spending, and understanding money scripts. The podcast explores the challenges of entrepreneurship and emphasizes the importance of patience and faith in financial planning.