Creative Money LLC

Rock Hard 

on Google

a month ago

I had a financial plan done less than 5 years ago, not knowing anything about this world at the time and needing help. I had initially been following a very basic investing strategy ala John Bogle, with most of my savings invested in an S&P500 index fund. I was fairly young, and was assigned to work with someone who I think couldn't have been more than a few years out of college. She was very confident and spoke with an air of authority, and I trusted what she recommended. She produced a plan for several moving parts com... read more

Cassandra Hutchinson 

on Google

a year 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.