Here at Creative Financial Planning, we pride ourselves on developing strong, trusting relationships that allow us to help you successfully navigate life's journey. No matter what your financial dreams may be, we will create a custom financial plan to help you turn them into a reality. We look at where you are and where you want to be, and create actionable steps to get you there.
The relationship that we create with you is built on the foundation of your financial success. Our main priority is to help you make the most of your money, while also being smart about how you do it. Since 1985, Creative Financial Planning has been personally invested in helping our clients realize their dreams.
The relationship that we create with you is built on the foundation of your financial success. Our main priority is to help you make the most of your money, while also being smart about how you do it. Since 1985, Creative Financial Planning has been personally invested in helping our clients realize their dreams.
Services
At Creative Financial Planning, we enjoy working with people who want to grow and develop their life. Whether that means growing their wealth, business, lifestyle, or family, we get creative with the financial and wealth management plans that we create for each and every one of our clients. No matter what your financial dreams may be, we will create a plan that can help you accomplish them.
Creative Financial Planning was founded in 1985 by Lisa Hayes. After leaving Emory Law School, Lisa started a cleaning service in the Hamptons, Helpful Hand, to pay back her student loans. She wanted to invest her profits, and asked a stockbroker client if she could read her mutual fund prospectuses.
At Creative Financial Planning, we have been partnering with clients for over three decades, helping them navigate their financial goals, and taking our time to learn each and every one of them personally. When you choose us as your financial advisors, you can be sure that we will be invested in you and your unique financial goals.
You're here because you've already taken the first step towards your financial dreams-you scheduled a consultation with our financial planners! Now, you're probably looking for some direction on how to prepare for our first meeting together-not to worry, we're here to help you every step of the way.
Since our founding in 1985, we have met amazing individuals and business owners whose stories have inspired us to go above and beyond to deliver results. Our case studies are a testament to some of our hardworking clients who had a dream, sought out our financial planning services, and are still growing their wealth-and their life-with us to this day.
Reviews (2)
Jim Rielly
Jan 11, 2021
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Adam Lipson
Jan 07, 2021
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Creative Financial Planning is a good alternative to using a high cost, large brokerage. They provide personal service focused on providing a customized financial plan that maps to their clients goals rather than simply selling you insurance and securities. They feel that their success is tied to the success of their clients.
