REQUEST AN INTRODUCTION

We look forward to starting the conversation to help you achieve your financial objectives and build your legacy.

To start, please fill out your preferred contact info below and a member of our team will reach out as soon as possible.

Contacts

WHAT TO EXPECT

Intro

Learning the values that shape your decisions and priorities. Share our philosophy, process, & team members. Determine if there is a “fit.”

Articulate

Discuss your specific goals and objectives. We will build a balance sheet & cash flow model that will serve as the driver of any planning or investment recommendation.”

Define

We will refine the cash flow model and review various scenarios to illustrate how to accomplish your unique objectives. Evaluate investment options that correlate to your specific preferences.

Implement

We will ask you to hire Creative Investments as your Wealth Management Team. We’ll facilitate the transfer of assets, ensuring every transition is as tax-efficient as possible. Set up online access and verify your paperless preferences for statements.

Review

Our client review process typically consists of quarterly calls and two in-person reviews each year. We will make updates to your plan as it evolves.

REQUEST AN
INTRODUCTION

Getting started is easy

Answer a few quick questions and one of our associates will reach out to you.

Request An introduction