New Year, Same Gratitude

As we turn the page to 2021, we will forever be grateful for the countless special moments we shared with our clients, regardless of being worlds apart. The messages below are a small tribute to our many amazing clients, who for us, were the highlight of our 2020.
We look forward to starting this next chapter of 2021 with all of you.
Happy New Year, 
Lisa, Daniel, and the CFP Team 
This is a New Chapter—How Will Yours Begin?

Every year is a chance to start again, and if your finances are not heading in the direction you want them to, it's time to change its arc—we can help.


Contact us today to schedule a FREE consultation and start 2021 off on the right page!

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.