Creative Financial Planning

Financial ServicesNew York, United States2-10 Employees

Creative Financial Planning is a small, independent financial planning firm based in Nyack, New York, offering comprehensive advisory services within the financial services industry. With decades of combined experience, the firm focuses on understanding clients’ stories, analyzing cash flow, and assessing risk tolerance to develop tailored plans aimed at helping clients accumulate, grow, and protect wealth. By limiting its client base, the firm emphasizes attentive, proactive service and ongoing attention to each client’s unique financial needs and goals. The practice operates on a fee-only model, avoiding commissions to align its success with that of its clients, and its advisory services are provided through Commonwealth Financial Network, a Registered Investment Adviser. The company serves individuals and life stages such as new marriages, family growth, entrepreneurial ventures, and retirement planning, delivering planning strategies that translate financial objectives into actionable plans.

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