What we stand for

Social Corporate Responsibility & Responsible investing

We are deeply involved in the community. Being corporate members of the New City Rotary Club has given us the opportunity to volunteer regularly in various activities, such as Meals on Wheels and the Soup Angels. Added to that,  we offer investment strategies that seek not only a great financial return, but also social and environmental well being. All of our office materials are recycled and reused.

Philanthropy

Over the years, Lisa Hayes and Creative Financial Planning have contributed and funded over 25 Foundations and Organizations worldwide.