Creative Money LLC 1201 3rd Avenue, Seattle, WA 98101
About the Business
Creative Money LLC is a finance institution located at 1201 3rd Avenue in Seattle, Washington. Our team of fee-only financial planners serves the Seattle, Eastside, and Bellingham areas, providing independent and ethical financial advice. We believe that money plays a crucial role in both your success and happiness, and aim to help you take control of your finances in a creative and down-to-earth way. Our approach, known as 'Financial Planning That Doesn't Suck,' focuses on understanding your spending habits and mindset towards money. By accessing our personal finance resource library, you can gain valuable insights and tools to align your money with your life goals and values. Visit our blog for more financial planning insights and information.
Photos
Location & Phone number
1201 3rd Ave #2200, Seattle, WA 98101, United States
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"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."
"I can't say enough about Mindy and her team. They are professional, knowledgeable, and cater their advice to your particular situation. They watch and understand the market closely and provide sound advice through even the most chaotic economic times. Highly recommended!"
"Joann was excellent at breaking down our financial state and goals and giving us comprehensive tools to use into the future. We highly recommend Creative Money!"
"Our meeting with Joann Nieciecki was excellent. She explained our overall financial health and personalized action items clearly, succinctly, and in as much detail as we needed. She provided the education and insight we need to move forward with our goals. Absolutely recommend this team!"
"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 the things I was hoping for guidance on, and many things I hadn't even thought of, and she was fantastic at explaining the what and why of every recommendation. I feel like we are in fantastic shape to move forward with confidence, and it's awesome to know that Sam is a resource to us for additional questions/issues for the next year. I couldn't be more pleased with our experience!"
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