At Creative Financial Planning, Inc., we live and breathe investments each and every day, and are dedicated to helping you by providing unbiased investment advice and fiscal direction. As a registered representative of Commonwealth Financial Network, Ms. Hayes utilizes superior technology to create optimized portfolios and asset allocation models that are both diverse and flexible.
The planning process begins with a no-cost initial consultation. During this time your current financial objectives and needs are defined, data gathering takes place, and most importantly, the relationship between you and Ms. Hayes is established.
After the initial consultation, the data collected is used to create a comprehensive financial plan at an hourly fee. Here we calculate the probability of achieving your goals instead of laying out large amounts of numbers, which can be overwhelming and confusing.
After presenting the plan, your investments are structured to pursue your overall objective. We operate on a fee-only basis, so you can trust that our recommendations are free of any objectivity. As clients you are entitled to quarterly performance reports to gauge how well your investments are doing.
By working diligently to optimize wealth, we help our clients to dream bigger dreams.
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