If you have a dream, we have a plan.™️
Creative Financial Planning is a fee-only firm, which means we do not receive commissions for we pride ourselves on developing strong, trusting relationships that allow us to help you successfully navigate life’s journey. No matter what your financial dreams may be, we will create a custom financial plan to help you turn them into a reality.
Your future starts here.
We look at where you are and where you want to be, and create actionable steps to get you there.
Our mission is simple.
The relationship that we create with you is built on the foundation of your financial success. Our main priority is to help you make the most of your money, while also being smart about how you do it.
Our Commitment
Since 1985, Creative Financial Planning has been personally invested in helping our clients realize their dreams. We consider it a privilege to assist you with your financial affairs and appreciate the trust that our partners place in us.
What you’ll gain by working with us:
STRATEGY
Whether you are an individual or a family, our team of financial planning experts will create a financial plan that is customized to you and your goals, so you can pursue your financial dreams.
SUPPORT
You can always count on us to be by your side every step of the way to keep your financial plan on track.
People You Can Rely On,
Experience You Can Trust In
As a whole-service independent financial planning company located in Rockland County with 35 years in the financial planning and wealth management industry, we strongly believe in making a difference in the lives of those who cross our path. From answering your phone calls to responding to your emails, meeting with you one-on-one and providing you with quarterly updates, our team of financial service professionals will put your needs first.