Creative Money LLC

Reviews, get directions and contact details for Creative Money LLC

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

Phone: (541) 604-2738

Website

State: Washington

City: Seattle

Zip Code: 98109

Opening Hours

Monday: 10:00 AM – 6:00 PM
Tuesday: 10:00 AM – 6:00 PM
Wednesday: 10:00 AM – 6:00 PM
Thursday: 10:00 AM – 6:00 PM
Friday: 10:00 AM – 6:00 PM
Saturday: Closed
Sunday: Closed

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Reviews

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.

 8 years ago (13-12-2017)

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Creative Money LLC

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