College Professor and Media Coach

Far too often, new parents don’t think about their children’s’ college funds or their own retirement until later in life, forcing them to make financial sacrifices and save a larger amount of money down the road. This case study tells the story of a young couple who, with our guidance, started thinking of—and saving for—their family’s future, so they can enjoy life now and later.  

*Hover your mouse over each circle to learn this client's story, as well as what we took into consideration when creating their custom financial plan.

Dream

Dream

Plan

Cash-Flow

Risk Management

College Savings

Asset Allocation

Retirement Planning

Present

The preceding story is for illustrative purposes only. Actual performance and results will vary. These do not constitute a recommendation as to the suitability of any investment for any person or persons having circumstances similar to those portrayed, and a financial advisor should be consulted regarding your specific situation.

No matter your story, no matter your goals,
we are here to help you get creative with your financial planning and wealth management, so you can achieve your financial dreams.
What's your dream?
Let’s begin our journey together.

Schedule your complimentary consultation.

Contact Us

Creative Financial Planning, Inc. 
(845) 634-6050 
101 South Broadway 
South Nyack, NY 10960 
(Rockland County, New York)

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This communication strictly intended for individuals residing in the states of AL, CA, CT, DC, DE, FL, GA, IN, MA, ME, NC, NJ, NY, OH, PA, RI, SC, TN, TX, VA, WI.   No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA /SIPC , a Registered Investment Adviser. Fixed insurance products and services offered by Creative Financial Planning or CES Insurance Agency.

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