Welcome to Creative Money LLC, fee-only Financial planners for the Seattle, Eastside, and Bellingham areas. We are an independent fee-only, financial advisor. Money can cost relationships. Thousands of dollars in bad decisions. And the occasional (hard to resist) late night rendezvous with your favorite irresistible ice cream shop down the street you sometimes refer to as "your new best friend."
Using the principles of financial planning in an all advice, zero product relationship, Creative Money LLC will help you take a much more creative down-to-earth approach, to give you back control of your money-so it doesn't always control you. That's the foundation of 'Financial Planning That Doesn't Suck.'
Using the principles of financial planning in an all advice, zero product relationship, Creative Money LLC will help you take a much more creative down-to-earth approach, to give you back control of your money-so it doesn't always control you. That's the foundation of 'Financial Planning That Doesn't Suck.'
Services
Meet the Creative Money LLC team, Seattle's premier Financial Planners. A lot of traditional financial planning advice is provided with the hope you'll purchase an investment or insurance product. This means that the advisor's incentive is to limit their financial planning advice around certain products you buy.
Mindy, Sam, and Katie work with people in the Seattle, Bellevue, and Bellingham area (and all over the country!), who are ready to take their next step into financial clarity, organization, and evolution. Financial success is about creating enough clarity in purpose that you know EXACTLY what needs to happen to get you there faster, easier, and with more grace.
Welcome to your one stop shop for free financial planning resources and financial advice, from Creative Money. The single-greatest indicator of your future wealth is knowing what you spend and where you spend it. Sign up here to gain access to the entire library of personal finance tactics, mindset tools and goal and values planners, so you know that once and for all, your money is in alignment with your life.
Welcome to Creative Money, the best no-nonsense, independent, fee-only Financial Planning & Financial Advisors in Washington. As a CFP, We work with people in the Seattle, Bellevue, Redmond, and Bellingham, Washington area, who are ready to take their next step into financial clarity, organization and evolution.
Reviews (7)
Lori Heagler
Dec 04, 2021
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We've worked with Sam from Creative Money twice now and wish we could give six stars! Great company, great staff. Sam was able to take a complicated, half-baked, pie-in-the-sky retirement plan and not only show us how it could work, but also distill it down to something we could easily understand. I've wholeheartedly recommended Creative Money to all my local friends. You can't go wrong with this amazing team.
Jonathan Adelstein
Aug 26, 2021
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I. Cannot. Say. Enough. Good. Things. About. Mindy. And the entire Creative Money team. We've been working with them since 2016 and every time the anxiety starts to build up about money, we reach out to Mindy and are immediately put at ease. My last review read like an infomercial: "Do you ever worry about money? Well worry no more!" and when I was writing this review, those words stuck in my head: if you have ever worried about money (everyone) and don't know where to turn, then your hard work is done, because you've found Mindy and Creative Money. You could not ask for a more skilled, knowledgable
Gitika Talwar
May 02, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Extremely helpful and took the fear and overwhelm out of the daunting world of financial planning. Regular check-ins from the creative money team help you feel reassured that you always have access to a knowledgeable team. Highly recommend if you need a reliable financial planning team.
Extremely helpful and took the fear and overwhelm out of the daunting world of financial planning. Regular check-ins from the creative money team help you feel reassured that you always have access to a knowledgeable team. Highly recommend if you need a reliable financial planning team.
Domenique Victoria Edwards
Sep 17, 2019
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Mindy and the entire team at Creative Money were so great! Our session was so informative, saved/made me thousands of dollars I'm sure, and was a joy. They are lightening fast in answering any questions outside of the appointment, and truly make great financial recommendations that are not biased at all...5/5 stars!
Andrew Nortrup
Dec 23, 2017
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My wife and I hired Mindy to help us go over our finances before our daughter was born, and it has been a fantastic decision. She is terrifically easy to work with, provides clear concise advice that is easy to understand, and gave us a great checklist of things we needed to get done.
The thing we did not appreciate but has become the best value of her model is the ongoing coaching that she provides. Her services were worth the upfront overview of our finances and recommendations. But, in her coaching model we have been able to continually go back and ask her advice as conditions change. It has
The thing we did not appreciate but has become the best value of her model is the ongoing coaching that she provides. Her services were worth the upfront overview of our finances and recommendations. But, in her coaching model we have been able to continually go back and ask her advice as conditions change. It has
Reen X.
Sep 21, 2017
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Thanks to Mindy, we feel extremely confident in our future. She is knowledgeable, funny and honest. She worked with us to create a financial life map and helped tweak our savings so that we could meet our first life goal and are well on the way to a good retirement! she is one of the best investments we have made!
G. I. E.
May 06, 2017
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Mindy is amazing. She takes a stem to stern look at your finances and makes very insightful recommendations. Our previous advisor wanted to handle the details and keep you in the dark. Often they will steer you to proprietary funds that improve their commission and not your net worth. Mindy informs you what your options are and how it benefits you. She remedied gaps in our financial picture and we feel confident that we have security for the road ahead. She's been ingenious and thoughtful in all her advice. My husband is a novice investment-wise and after Mindy educated him on his options
