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Financial Planning

Everyone has different financial dreams,
as well as different timelines for getting there.

At Creative Financial Planning, we will create a custom plan for you that is tailored to who you are and where you want to go. By assessing your current situation and determining your financial goals, we will help you take the first steps towards controlling your personal financial plan.


To make your financial dreams come true, we will take the time to sit down with you and get to know you personally—by doing this, we can be sure that we will create a financial plan for you that will achieve your aspirations while also fitting your lifestyle. At our first financial planning consultation, we will help you create your plan by:

• Setting measurable goals and timelines
• Assessing risk tolerance and investment objectives
• Creating your personal financial blueprint

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Depending on your income, business, age, health, family, and other factors, the tailored plan we create for you may include, but is not limited to, the following:

• Cash flow analysis
• College plan
• Estate plan
• Insurance review and recommendations
• Investment review and recommendations
• Retirement plan

After we present you with your initial financial plan, you will have a clear understanding of how we will help you meet your financial and personal goals. Once this plan is set, our team will regularly communicate with you to ensure that your current financial plan is performing properly and taking you towards your financial goals.

Dreams May Change—We Are Here to Help With That, Too

With 35 years in the financial planning industry, we know that financial dreams may change. Whether your financial plan has to shift due to an economic, personal, or business reason, our team is here to help you navigate any changes that may occur and keep you on track, so you can accomplish your financial and personal aspirations.

Because we look at your financial plan as part of your total life journey, we strive to make sure that you feel in control of your financial plan at all times. With us as your financial planning team, you will enjoy the following:

• Consistent communication
• Long-term guidance and support
• Flexible plan adjustments to reflect your shifting goals
• Regular education

Fixed insurance products and services are offered through Creative Financial Planning or CES Insurance Agency. 

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Are ready to make your financial goals come true? Our financial planning experts, who are located in Rockland County, are here to help! Contact us today to schedule a consultation, and get one step closer to turning your financial dreams into a reality.

Let’s begin our journey together.

Schedule your complimentary consultation.

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