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Maggie Klokkenga, CFP®, CPA

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Make A Money Mindshift Maggie Klokkenga, CFP®, CPA Morton, Illinois

Start getting what you truly want in life.

Serving Clients Nationwide

Areas of Focus

  • Budgeting
  • Coaching
  • College Funding
  • Financial Life Planning
  • Money Psychology

About Me

Hi, I’m Maggie Klokkenga (pronounced clock-en-gay– don’t worry, I got it wrong the first time I saw it too!). I create a safe, confidential space where you can share the details of your past and present financial life while working together to help you to create an unbelievable future.

I’m a CERTIFIED FINANCIAL PLANNER™ professional, CPA, and AFC® candidate and have worked in the financial industry for almost 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 of months later I became a Financial Peace University (FPU) 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 makeamoneymindshift.com.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Certified Public Accountant (CPA)

Affiliations

  • AFCPE
  • XY Planning Network

Location

Morton, Illinois, USA

Meeting Options

  • Video Conference
  • Phone

Compensation Methods

  • Flat Fee
  • Hourly Rate
  • Package Offers
  • Per Session

What to expect in the first meeting

If you would like a little more info and/or share with me your money worries, you are welcome to schedule a free 20-minute call. You talk, I’ll listen, and I’ll let you know how I may be able to help you and answer any questions you have on my coaching packages and/or process.

Offers Investment Management

Yes

About our Firm

Make A Money Mindshift (MAMM) focuses on financial planning needs for individuals, couples, and families. We offer various financial planning services including: Financial Coaching, Ongoing Comprehensive Financial Planning, and Project-Based Financial Planning. In providing financial planning services, Clients are free at all times to accept or reject any recommendation from MAMM. From time to time, MAMM may recommend third-party professionals such as other financial advisors, coaches, attorneys, accountants, tax advisors, or other professionals. Clients are never obligated to utilize any third-party professional we recommend. MAMM is not affiliated with nor does MAMM receive any compensation from third-party professionals we may recommend.

Education

Truman State University, Bachelor of Science, Accounting

Badges

Who We Serve

  • Blended Family
  • Couples
  • Dual Income Family
  • Gen X
  • Gen Y / Millennials
  • Newly Engaged / Newlywed
  • Parents
  • Single Women
  • Widow
  • Women in Transition
  • Young Families