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Creative Money LLC photo
Creative Money LLC photo
Creative Money LLC photo
Creative Money LLC photo

Creative Money LLC

Address: 500 Yale Ave N, Seattle, WA 98109, USA Get Directions

Services & pricing

Average price range
ServiceDetailsPrice
Financial Planning Initial Financial Review $150 - $300 Call to Book
Retirement Planning $200 - $400 Call to Book
Ongoing Financial Coaching $100 - $200 Call to Book
Budgeting Assistance Budget Creation $100 - $200 Call to Book
Spending Analysis $75 - $150 Call to Book
Savings Strategy $50 - $100 Call to Book
Investment Advice Investment Strategy Development $250 - $500 Call to Book
Portfolio Review $100 - $200 Call to Book
Risk Assessment $150 - $300 Call to Book

What people love

From reviews
Personalized advice(4) Knowledgeable team(4) Clear explanations(3) Sound financial advice(2) Financial health assessment(1) Ongoing coaching(1) Thorough financial review(1) Quick responses(1) Comprehensive tools(1) Great staff(1)

About this business

How is your cash functioning? Is it making you anxious? Is it making you insane? Are you uncertain about the future and feel insecure? Creative Money LLC is a fee-only financial planning firm that is proud to serve Seattle, Eastside, and Bellingham. The company is an independent, fee-only financial advisor. We believe that money has the potential to damage relationships by causing mistrust, tension, resentment, and more. Unfortunately, one terrible money move can cost you thousands of dollars. Bad choices start with financial anxiety, yet they do not have to end there. Creative Money LLC offers creative financial planning and investment advisory services in Seattle and the surrounding towns. We work with you to develop a plan that fits your specific challenges and dreams. Our unique financial planning bootcamp can improve your money management, reduce anxiety, and help you create the life and legacy you want. Creative Money LLC's innovative, down-to-earth financial planning uses the principles of financial planning to help clients take an innovative, down-to-earth approach to money. By putting the focus on the money, we can help you take it back to where it belongs: with you, not you in control. This is the foundation of "Financial Planning That Doesn't Screw."

Reviews Summary

The reviews underscore the positive experience clients have had with Creative Money’s financial planning services. Mindy, Joann, Sam, and the staff are frequently praised for their professionalism and knowledge, guiding a number of customers through stressful times in an easily understandable way. They regularly customize advice based on individual customer needs and have the greatest attention to detail. The company’s recommendations have been proven to be valuable, steering clients toward an optimally balanced financial state. The firm’s ongoing support has guaranteed that clients feel secure examining all their future financial choices. Customers have also noted that the firm doesn't push any products and sets up a strong foundation for longer-term financial stability. The company has played a dominant role in clients' lives, turning a dubious investment into a thorough and logical financial plan. This high praise illustrates the company's value and its commitment to customers.

Location & directions

Seattle, Washington
Creative Money LLC
Financial Consultant
Address
500 Yale Ave N, Seattle, WA 98109, USA
Hours
Closed Now
Creative Money LLC Reviews · 5.0 average
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