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Our Story

Creative Financial Planning was founded in 1985 by Lisa Hayes.
After leaving Emory Law School, Lisa started a cleaning service in the Hamptons, Helpful Hand, to pay back her student loans. She wanted to invest her profits, and asked a stockbroker client if she could read her mutual fund prospectuses. She found them interesting, and started to read all she could about financial planning.

A friend advised her on how to become a financial advisor:
1. Take the Series 7
2. Get your CFP®
3. Learn how to dress! (This was the 80s…)
Lisa studied on her own to pass the series 7, and went on to receive her CFP® from Adelphi University.
After a brief stint with an estate planning company, Lisa struck out on her own in 1985 as Creative Financial Planning, her own personalization of the CFP® designation. She started out by writing financial plans for free, and asked happy clients to spread the word.

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“You do what you say you’re going to do, you treat people fairly, and you honor your commitments,” says Lisa of CFP®’s core values.


In 2011, Lisa purchased a former Christian Scientist church building in Nyack that had been vacant for 2 years, and, after an extensive top-to-bottom restoration, opened Creative Financial Planning in its new home at Baxter Hall (named, of course, after Baxter the dog).

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