Creative Money LLC Yale Ave N, Seattle

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.

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.

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 simplified our life and financial management to know we can always ask her a question and know she will respond and it won't cost us anything additional. We've updated how to allocate savings, to help us understand the value of career changes, and what if scenarios that we have considered. Mindy manages no assets for us and receives no commission for any action taken we always feel confident that she is giving us the best advice for us without personal incentive. I was pleased to see her voluntarily add fiduciary responsibility to her contract, increasing my level of comfort quite a bit.

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, reassuring, talented, fun, thorough, caring, experienced, down-to-earth, friendly team. Financial advisers can sometimes feel a bit slimy or stodgy; NOT THE CASE HERE. Every time we chat with Mindy, she makes us feel like an old friend. And each time we meet she knows our financial information inside and out. I know I'm supposed to keep this short and pithy so here comes the infomercial again: If you worry about money, call Creative Money immediately. Thank me later.

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!