Plan With Purpose.
Creative Financial Designs, Inc. provides tailored planning and investment management services, offering unique solutions to meet each client’s specific needs.
Based on the client's financial situation, our planning department creates customized comprehensive or modular plans to fit their needs. Plans may cover cash flow, tax analysis, investments, education funding, retirement, and estate planning. Business owners can also access tailored plans to guide and compare business strategies.
4.
Plan Delivery
The completed plan is sent to the adviser’s office, ready to present to the client.
5.
Revisions
Advisers can request additional scenarios or recommendations at any time.
6.
Implementation
With CFD’s guidance, advisers help clients implement the plan’s recommendations.
3.
Plan Construction
The CFD planning team crafts a personalized financial plan based on the client’s goals.
2.
Information Gathering
Basic client data (pay stubs, investment statements, tax returns, etc.) is collected.
1.
Initial Interview
Adviser meets with the client to assess financial needs and determine plan scope.
The Planning Process
This entire process takes about three weeks to complete, and any updates to your financial plan are free for up to one year after the plan was created.
Retirement Goals
Our desire is to grow with our clients, so we remain agile, constantly collaborating internally and externally to innovate and improve our support.
Financial Concerns
Streamline multiple objectives on one platform—offering diverse products, robust reporting, and personalized support for a truly holistic client experience.
Cash Flow Problems
Leverage our CFP® professionals and proven methodologies to deliver full-scale or modular plans. Differentiate your firm and meet every client’s unique goals.
Emergency Plans
Access cutting-edge software for portfolio monitoring, reporting, and communication—ensuring transparency, efficiency, and scalable growth.
Children & College
Our desire is to grow with our clients, so we remain agile, constantly collaborating internally and externally to innovate and improve our support.
Debts
Our desire is to grow with our clients, so we remain
agile, constantly collaborating internally and externally to innovate and
improve our support.
Health & Death
Our desire is to grow with our clients, so we remain agile, constantly collaborating internally and externally to innovate and improve our support.
Taxes
Our desire is to grow with our clients, so we remain agile, constantly collaborating internally and externally to innovate and improve our support.