Lindy Venustus, CFP® Create, LLC
- Virtual,
- (612) 401-9755
- http://www.createfp.com/
About Lindy Venustus, CFP®
Helping people in all stages of life is our goal to create equity. If you are a great saver, we have a lot of experience, if you are just getting started, we believe you deserve to work with someone – with a lot of experience. I’ve been in the industry since 2002, yet somehow I’ve managed not to become stiff or boring, work from a lighthouse or an Adirondack chair.
Focus: Helping small business owners, gig workers, and artisans stabilize your financial world – so you can focus on your craft – in the US via Zoom.
Create Financial Planning is dedicated to the arts and artisans. We appreciate your process, work, and dedication. We use that same approach in planning.
We act as a behavior coach, mentor, hand holder, oh and Advisor formulating a plan for the future. Our goals are finding a place of comfort with your finances, and to help you use the right tools to get you there.
If you are looking for just a stockbroker, or conversations about investment performance, then Create is not the firm for you. However, if are looking for a partner that appreciates what you do, your goals, and your dreams then let’s start this conversation.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Artists & Creatives
- Business Owners
- Divorced Women
- Gen Y/Millennials
Ways Advisor Charges
- Monthly Fee
- Hourly
Fee Options
- Monthly Fee: $354+/mo
- Hourly Fee: $250+/hr
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
