Checki Financial
Financial Services • 
Plano, Texas, United States • 1-10 Employees
Company overview
| Headquarters | Plano, Texas, United States |
| Phone number | +19723315670 |
| Website | |
| NAICS | 52 |
| Keywords | Relationship Management, Investment Consulting, Advanced Planning, Legacy Planing, Simple & Elegant Wealth Management, Spent Time & Save Money |
| Founded | 2019 |
| Employees | 1-10 |
| Socials |
Key Contact at Checki Financial
John Checki Jr. Cfp
Founder
Checki Financial Email Formats
Checki Financial uses 1 email format. The most common is {first initial} (e.g., j@checkifinancial.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@checkifinancial.com | 100% |
About Checki Financial
At Checki Financial, we know that you want Financial Freedom. In order to do that, you need a successful Financial Plan that leads to Peace of Mind. The problem is there are too many choices which makes you feel uncertain where to start. We believe you deserve a successful comprehensive financial plan that leads to Peace of Mind. We understand how you feel uncertain about your financial future which is why at Checki Financial we have helped over 100 families experience Financial Freedom. Here's how we do it: 1. Get to Know You 2. Assess Your Needs 3. Build Custom Strategy 4. Review Annually - Implement and Monitor So, book an initial appointment. And in the meantime, download our book, Spend Time and Save Money so you can stop wasting time and money and instead avoid being old, sick and broke! Schedule Zoom: https://go.oncehub.com/JJCheckiZoom Contact me at: 972-331-5670 JJ@checkifinancial.com Get your Free Copy of Spend Time & Save Money: www.checkifinancial.com/bookclub www.checkifinancial.com/team/j-j-checki-iii (About) The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. For disclosures please see our website at checkifinancial.com.
Checki Financial revenue & valuation
| Annual revenue | $256,665 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $821,328 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Checki Financial has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Checki Financial has never raised funding before.
Checki Financial Tech Stack
Discover the technologies and tools that power Checki Financial's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
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