Founder Pricing

Mindy Crary, MBA and Certified Financial Planning® Practitioner has 25 years in financial services – first at Ameriprise, where she developed and then sold her asset management and financial planning practice to pursue a business model more in alignment with her values – and Creative Money was born. As she built Creative Money in the early years, she moonlighted as a business consultant to other financial planners (and still takes on the occasional client).

As much as Mindy would love to work everyone into her schedule, she only takes on 2 new clients each month – and it costs more to work with her. This is in part because she wants to be able to continue to offer a high level of service to her existing and repeat clients, but also because she has built out a team of 5 other amazing planners so that we can offer our services to more clients. So in addition to her client work, Mindy’s time is spent mentoring them and collaborating with them on their own client work as well. As practice owner, Mindy has oversight over every Creative Money client regardless of who the planner is. In addition, she also has the responsibility of the day-to-day business operations that come with owning a business.

Strategy Session

A Strategy Session with Mindy is exactly as outlined previously. Here’s how it works:

  • We help you get scheduled for a no-commitment consult call, and then one of our planners hops on the phone to go over logistics and make sure the Creative Money process makes sense to you (you start that by filling out a prospective client intake form below).
  • During your call, we will get an idea of questions and constraints, share with you how Creative Money works, and also review our process. Then we’ll send you a scope email directly after your call with links to schedules, homework, etc.
  • When you’re ready to move forward, you schedule your Strategy Session (if you specify Mindy, we’ll give you her soonest available date), then you…
  • Gather data and use tools that we provide beforehand and submit to our shared Dropbox folder.
  • We crunch numbers, review the data, and pull it all together in a way that will bring relevance, clarity, and organization to the status quo.
  • You have the ~2.0 Hour session (Mindy’s schedule is virtual only) where we collaborate and discuss the numbers in a way that makes the data meaningful to your situation, and then identify your specific, individual, unique-to-you action steps to keep the momentum going.
  • We send a follow-up action plan email with specific steps and advice that were discussed.
  • Creative Money provides email hand-holding and check-ins to keep you focused, on track, and implementing.
  • You can read about more logistics here or if you’re ready to jam, fill out a prospective client intake and we will get back to you to schedule a quickie phone call.

Packages and Fees

We charge a flat fee for a 12-month package, based on your case complexity. Your case has a bunch of different factors–life stage, goals covered, account diversity, etc. We do hundreds of plans annually (so we’ve gotten very good at knowing what you’ll need covered), and to give you an idea of cost, here is the pricing to work with Mindy:

  • Young/Basic Single – $2,400
  • Young/Basic Couple – $2,700
  • Established Single – $2,700
  • Established Couple – $3,000
  • Established Family – $3,200
  • Retirement Timeline – $3,300
  • Complex Review – $4,000

Not sure which scope is you? We’ll talk about that in our call, which you can schedule at any time once you complete the Prospective Intake Form. You can also get more descriptions of these packages here.

Have more questions? Check out some of our FAQs and discussion to help you to understand more about how we work together with you. Our goal is that you get actionable advice to improve your financial life and give you greater clarity and peace of mind.

Get Started NOW

Interested in working with us? Here’s how to get started:

    1. Start by completing a Prospective Client Intake
    2. Within 2 business days, someone from our Client Care Team will email you about the next steps. Be sure to check your spam or promotions folder as sometimes the messages end up there.
    3. If we seem to be a good fit, we’ll meet for a complimentary consultation.
    4. Then you get to decide if/when you move forward with financial clarity, however it makes sense for you.

Go to Prospective Client Intake

Note: We’re currently accepting new clients – If you’re ready to work with us, please complete the Prospective Client Intake. We’ll contact you for a phone consult (or email you back!). Then if it’s a good fit, you can take our next open client slot. (It’s got your name on it!)

Have more questions? Ask us anything.

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