Creative Money LLC

Cassandra Hutchinson 

on Google

7 months ago

we recently worked with sam kirby from the creative money team and i can easily say it’s one of the best things we could’ve done for our future. during our strategy session, she walked us through how our retirement will look and gave us really helpful action items that’ll help us reach our short term goals. she took the time to patiently explain any financial concepts and terms we did not understand. we’ve reached out to her a few times after our session with additional questions and sam has been super responsive and insight... read more

Stephanie 

on Google

2 years ago

My husband and I recently worked with Sam Kirby at Creative Money and couldn't be happier with our experience! Everyone at Creative Money seemed great (someone else worked with us in advance to make sure that we assembled all the documents/information Sam would need), but Sam was out-of-this-world awesome. It felt like she really "got" us--not just our financial situation, but our logistical limitations as two very busy working parents (probably because she is one herself!). She put together a plan for us that addressed all ... read more

Florian H 

on Google

a year ago

Super great and smooth process, and the initial financial review with Sam was extremely thorough, answered all questions we had and pointed out several things we can do better with our finances we had on our radar. It was super helpful for us to find out where our budget is, and what this means for our long term financial situation. And, funny enough, we even later bought the very house Sam pointed out as an example for whats in our bugdet! Sometimes, things just are meant to be. 

Lori Harden 

on Google

3 years ago

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. 

Andrew Nortrup 

on Google

7 years ago

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 a... read more