Expert Guidance, Compassionate Care
At Creative Money LLC, we believe that financial planning shouldn't be a daunting or overwhelming experience. We're a fee-only financial planning firm dedicated to providing our clients with personalized, unbiased guidance to help them achieve their financial goals. Our team of experts is committed to empowering individuals to take control of their financial futures, free from the constraints of traditional financial planning methods that prioritize products over people.
Our Approach
At Creative Money LLC, we're dedicated to providing financial planning that doesn't suck. We understand that money is a complex issue that can stress out even the most well-intentioned individuals. Our approach is rooted in empathy, education, and empowerment. We take a holistic view of your financial situation, considering not just your financial transactions, but also your relationships, goals, and values. We believe that by aligning your financial decisions with your priorities, you'll be able to live a more authentic, fulfilling life.
Our Services
We offer a range of services to suit your unique financial needs and goals. Our comprehensive financial planning services include:
- Personalized financial planning: We'll work with you to identify your financial goals and develop a customized plan to help you achieve them.
- Investment management: We'll help you navigate the investment landscape, providing guidance on how to allocate your assets to achieve your financial objectives.
- Retirement planning: We'll help you create a sustainable retirement plan, considering factors such as income needs, expenses, and sources of income.
- Estate planning: We'll help you make informed decisions about your estate, ensuring that your assets are allocated in accordance with your wishes.
- Tax planning: We'll work with you to minimize your tax liabilities, maximizing your hard-earned income.
What Sets Us Apart
What sets us apart from other financial planning firms is our commitment to transparency, integrity, and empathy. We're dedicated to providing guidance that's tailored to your unique situation, free from any pressure to sell products. We believe that financial planning should be a collaborative process, focusing on your goals, values, and priorities.
Our Team
At Creative Money LLC, we're proud to have a team of experienced financial planning professionals who are dedicated to providing exceptional service. Our team includes:
- Mindy Crary, CFP - Financial Planner and Founder of Creative Money LLC.
Our Values
At Creative Money LLC, we're guided by a set of core values that underpin our approach to financial planning. These values include:
- Empathy: We recognize that every individual's financial situation is unique and that we should approach each client with compassion and understanding.
- Integrity: We're committed to providing unbiased and transparent advice, always putting our clients' best interests first.
- Excellence: We strive for excellence in everything we do, constantly seeking ways to improve and refine our services.
- Collaboration: We believe that financial planning is a collaborative process, involving ongoing communication and education.
We're here to support you in achieving your financial goals, providing personalized guidance and expertise to help you navigate the complex world of personal finance.
Expert Guidance and Personalized Service
The reviews for Creative Money are overwhelmingly positive, showcasing the expertise and dedication of their team. The clients rave about the personalized service, clear explanations, and comprehensive guidance provided by their advisors. Whether it's reviewing finances, providing checklists, or offering ongoing coaching, the team at Creative Money strives to make financial planning accessible and stress-free.
Professionalism and Knowledge
Mindy, Sam, and the entire team are praised for their professionalism, knowledge, and expertise. They are described as being knowledgeable, reassuring, and easy to work with, making them trustworthy and reliable. The advisors take the time to understand clients' specific situations and provide tailored advice, eliminating financial uncertainty.
Results and Testimonials
The reviews highlight the tangible results clients have achieved, such as saving thousands of dollars, gaining clarity on financial goals, and simplifying financial management. Many clients have praised Creative Money for providing a unique, personalized approach that puts them at ease. The team's commitment to providing unbiased advice and ongoing coaching has earned them a reputation for excellence.
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