Paola F.
5/3/2024
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...
Creative Money
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1201 3rd Ave Ste 2200
Seattle, WA 98101
Creative Money LLC is a fee-only financial planning firm serving the Seattle, Eastside, and Bellingham areas, dedicated to helping individuals achieve financial independence through a creative and down-to-earth approach. Their team of highly trained professionals offers personalized financial advice and resources to empower clients to take control of their money and align it with their life goals.
Specializing in financial planning that doesn't suck, Creative Money LLC emphasizes the importance of understanding spending habits, mindset shifts, and long-term financial goals to build a secure financial future. With a focus on transparency and ethical practices, they strive to help clients navigate the complexities of personal finance with confidence and clarity.
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Reviews
5.054 reviews
Diane A.
8/20/2024
I reached out to Creative Money in 2016 for my first financial planning session as an adult. At the time I was in a new job as a contractor and really needed help with planning. Mindy was great,...
Jenny R.
3/21/2024
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...
Bex A.
8/29/2023
I wish I had had the foresight and means to do this years ago. I've been working with Katie for a couple of months now and she has been a fantastic and responsive partner. I really appreciated...
Suzanne N.
1/21/2022
My husband and I were looking for a financial advisor that would do a deep dive into our finances and spending and determine if we were ready for retirement. We did a lot of research before...
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