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    Mindy Crary

    Financial Planner, Author & Certified Financial Planner(r) practitioner

    Mindy Crary is a prominent financial planner and the founder of Creative Money LLC, based in Seattle, Washington. With over 25 years of experience in the financial industry, she holds the Certified Financial Planner (CFP®) designation and an MBA, which underscores her expertise in providing comprehensive financial guidance.

    Professional Background

    Mindy established Creative Money in 2009 with a unique approach to financial planning that emphasizes holistic advice without the pressure of selling financial products. Her firm operates on a fee-only model, focusing on providing tailored financial strategies rather than selling investment or insurance products. This model allows her to prioritize her clients' needs and challenges over product sales.123

    Mindy's background includes a Bachelor's degree from Pacific University and a Master's degree from Portland State University. She completed her CFP certification between 2001 and 2003, which has equipped her with the skills necessary to guide clients through complex financial decisions.2

    Philosophy and Approach

    At Creative Money, Mindy advocates for a transparent and supportive financial planning process. She emphasizes emotional support during financial decision-making and aims to empower clients by providing clear action items following consultations. This approach has attracted a diverse client base, with nearly 400 households served in recent years.13

    Mindy is also known for her engaging communication style, which includes writing and public speaking on financial education topics. She authored the book "Personal Finance That Doesn't Suck," which reflects her commitment to making finance accessible and relatable.23

    Personal Interests

    Outside of her professional life, Mindy enjoys writing, reading, and fitness activities such as Orangetheory. She has a lighthearted pursuit of finding the perfect French fry and is exploring a vegan lifestyle while still enjoying traditional foods like bacon.12

    In summary, Mindy Crary stands out in the financial planning field for her client-centered philosophy, extensive experience, and innovative approach to financial education and planning.

    Highlights

    Oct 25 · creativemoney.biz
    Fee-Only Financial Planner | CFP Seattle, Bellevue, Washington
    Fee-Only Financial Planner | CFP Seattle, Bellevue, Washington
    Nov 1 · kitces.com
    How To Accelerate Client Growth As An Advice-Only Firm - Kitces.com
    How To Accelerate Client Growth As An Advice-Only Firm - Kitces.com
    Mar 15 · yelp.com
    CREATIVE MONEY - Updated January 2025 - 59 Reviews - Yelp

    Related Questions

    What inspired Mindy Crary to start Creative Money?
    How does Mindy Crary's approach to financial planning differ from traditional methods?
    What are some key takeaways from Mindy Crary's book "Personal Finance That Doesn't Suck"?
    Can you share more about Mindy Crary's professional certifications and their impact on her work?
    How does Mindy Crary balance her professional and personal life?
    Mindy Crary
    Mindy Crary, photo 1
    Mindy Crary, photo 2
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    Location

    Seattle, Washington