I moved from a managed Financial Advisor program to self-directed with the help of the Creative Money team. I've been fortunate to have my financials in order but wanted to boost my confidence to roll out a "set and forget" plan that worked for me and my family short and long term. I've been pleasantly surprised with the high level of professionalism, business acumen, diligence and warmth from the team. I have been especially attracted to the process this team has in place to keep you honest to achieve your goals but yet making it easy and going the extra mile to provide transparency and honest feedback on things that an investor need to keep in mind.... read full review
March 2024
Finding a fee based financial advisor has been on my list for a while now and I feel extremely lucky to have found Creative Money. I wanted a roadmap and a plan to show where we stand currently and how to get where we want to be regarding investments and retirement, etc. We were connected with Sam on Mindy's team and she delivered precisely what we wanted and needed. They don't money shame you and are so supportive of your personal goals and efforts and are extremely knowledgeable in all things finances. Sam not only put together our financial big picture but shared solid advise and strategies that made us feel so good when we left our meeting. I would highly... read full review
February 2024
Super great and smooth process, and the initial financial review with Sam was extremely thorough, answered all questions we had and pointed out several things we can do better with our finances we had on our radar. It was super helpful for us to find out where our budget is, and what this means for our long term financial situation. And, funny enough, we even later bought the very house Sam pointed out as an example for whats in our bugdet! Sometimes, things just are meant to be.
I moved from a managed Financial Advisor program to self-directed with the help of the Creative Money team. I've been fortunate to have my financials in order but wanted to boost my confidence to roll out a "set and forget" plan that worked for me and my family short and long term. I've been pleasantly surprised with the high level of professionalism, business acumen, diligence and warmth from the team. I have been especially attracted to the process this team has in place to keep you honest to achieve your goals but yet making it easy and going the extra mile to provide transparency and honest feedback on things that an investor need to keep in mind.... read full review
Finding a fee based financial advisor has been on my list for a while now and I feel extremely lucky to have found Creative Money. I wanted a roadmap and a plan to show where we stand currently and how to get where we want to be regarding investments and retirement, etc. We were connected with Sam on Mindy's team and she delivered precisely what we wanted and needed. They don't money shame you and are so supportive of your personal goals and efforts and are extremely knowledgeable in all things finances. Sam not only put together our financial big picture but shared solid advise and strategies that made us feel so good when we left our meeting. I would highly... read full review
Super great and smooth process, and the initial financial review with Sam was extremely thorough, answered all questions we had and pointed out several things we can do better with our finances we had on our radar. It was super helpful for us to find out where our budget is, and what this means for our long term financial situation. And, funny enough, we even later bought the very house Sam pointed out as an example for whats in our bugdet! Sometimes, things just are meant to be.