I heard Mindy Crary on NPR during my lunch break & was so impressed I contacted her through her after reading her very informative website. What resonated for me after reading was some sense of her integrating spirituality & finances & authenticity & finances. I came up with 10 financial questions I wanted answers to, gathered up the paperwork, met w/ Mindy, turned the paperwork over & then she returned. Not only did I get my questions answered -- like what the heck am I going to live on when I retire? or what should I do with this inheritance? -- Mindy also coached me gently into this paperless era of "doing money." Not easy as I had about a 3 foot stack of papers from Fidelity in the corner of my dining room. She also provided me with additional resources to help organize my finances. I'm hiring her to return so we can continue our work.... she's professional, helpful, a deep listener, positive, completely NOT shaming -- grateful to have found her. Single female, late 50's, house paid off, no debt, adult child, professional. read more

My husband and I loved working with Mindy and would recommend her to all who are interested in solid advice from a smart, candid, financial professional. We opted for the Comprehensive Package and met with Mindy in our home (which was such a bonus) to create an investment plan for our retirement as well as education goals for our triplet boys. With Mindy's help, I feel so much more in control and educated on our financial future. Thank you Mindy! read more

We couldn't be more pleased with our meetings with Mindy and the financial plan she has laid out for us. She is honest, reliable, and realistic. We feel more confident than ever that we can achieve our goals and have such a positive view of our financial future. We can't thank Mindy enough! read more

Look no further Mindy is a great CFP and also a great teacher. She charged a more than fare flat fee to come over to our house and explained to us different options in various financial topics such as mortgages, investing, credit cards and more. She also provided print outs with graphs and charts that were (and still are) very helpful! If you are looking for financial planning and sound advice call Creative Money! Mindy and her team are very easy and responsive to work with, the services have already paid for themselves after just a few months! Thanks Mindy!!! read more

Mindy helped me with some difficult questions regarding the tax impact of financing my condo purchase with retirement savings. She provides answers that are clear and thorough and that make sense to people that don't have a background in finance (myself). My questions were answered in a way that I knew exactly to what extent I could use my retirement savings for a home purchase without incurring a tax penalty, which is just what I needed to know. On top of delivering great information, Mindy is friendly and easy to work with. I'd recommend her to anyone looking for someone to manage their personal finances! read more

My fiance and I are getting married in July and were looking for some advice on how to structure our finances as a married couple. This was both of our first experience working with a financial planner and we were so pleased! We asked Mindy for her "strategy session" package and found that it worked really well for us. She did a tremendous amount of prep work before our meeting (which was at our house!) and we really benefited from her recommendations. Best of all, if you have questions for a year after your meeting, she'll provide guidance over the phone/email. We highly recommend working with Mindy! read more

Mindy is amazing. I just can't explain how good it feels to meet with her in her spacious office and "barf" all my financial problems on the table in front of her. I have a great time every time I meet with her, and I leave her office feeling like a weight has been lifted from my shoulders. I have a spring in my step & I am actually excited about tackling my money issues. It is very empowering!! read more

We love Mindy!!! She is a true financial coach and shows up to support you in whatever ways you need and want. Mindy liberated us from the traditional financial planner model by empowering us to roll our own. We meet up on a quarterly basis to review our accounts, define our strategies for the future, address any technical issues we're having with trade and financial sites, and create a list of action items to knock out by the next time we see her. And, she's just lots of fun to talk with. We always enjoy catching up with her. Ten thumbs up! read more

I probably sound like a late-night infomercial when I say, "Do you ever worry about money? Well worry no more!" except that's entirely the truth. If you're reading this, then your hard work is already over because you've found Mindy and she and her team will take care of everything else. I used to procrastinate endlessly when it came to money because I dreaded all the paperwork, headaches, organizational burden and anxiety that came with not knowing what to do and how to manage it. But Mindy actually--somehow, impossibly--makes this all FUN. After meeting with her, I was actually excited to make a budget and felt confident that I knew what I needed to do. It was an enormous weight off my shoulders. When Mindy showed up for our meeting, she knew our information and our finances inside and out, and answered all our complicated, neurotic questions on the spot. She understands it all, from big-picture issues (should we save for retirement or pay off loans? how do we make a budget?) to the practical nitty gritty (where to invest our savings, how to sell a 25 year-old stock certificate we found in a drawer). And she offered to continue providing us with advice and information long after we met. When Mindy left our apartment (she will come to your home or office!), my wife and I said to each other that it felt like meeting an old friend. Mindy made us instantly comfortable. I really thought managing my money was going to be a chore I dreaded throughout my life. I'm so delighted to know that it isn't. read more

Mindy gave me and my husband great practical advice to help us get started on saving for retirement, for a house downpayment, and for general budgeting. She took the time to look over "the whole picture" of our financial situation, and provided useful advice. Since Mindy does not work for any particular financial institution, she is able to be neutral when giving her advice, so you don't feel like you're working with a salesperson. She offers super reasonable prices for her consultation! She is very friendly and easy-going! She even offers follow-up advice in the future for no charge! I was very impressed with Mindy Crary/Save 9. read more

Mindy Crary has been a great resource for my husband and me! We really appreciate her philosophy of teaching us to make our own decisions as we benefit from her clear and nonjudgmental advice. We also like how grounded and experienced Mindy is in her financial experience with a big company and how she uses that as a basis to advocate in our best interests and costs - something we didn't always see in other advisers we have used. Like another reviewer said, Mindy is honest and transparent - a rarity in the financial world! read more

I met with Mindy in the fall of 2010, and was so impressed with her common sense, jargon- free way of relating to her clients. I have since passed her business card on to multiple people. Mindy doesn't sell any financial products, her only loyalty is to her clients. She is personable, friendly, knowledgeable, and I totally trust her guiding my financial decisions. read more

Mindy is an extraordinary coach, mentor, and financial advisor. She is so unique because she is all of these dimensions combined. Before I began to work with Mindy, I had a block around my relationship with money that held me back from truly moving forward in my life. She helped me untangle my limiting beliefs with direct coaching and a wealth of resources that I could explore at my own pace. The results have been epic in my life. I highly recommend an investment to work with her. read more

I searched through a lot of financial planners and found many who would only work for folks with half a million or more or that charged crazy fees. Mindy has the best fees out there. She is pleasantly informal, will come to your location and was great to work with in every way. She answered my specific questions and gave suggestions. She did all of the math that I just can't stand in doing in order to figure out how to manage my finances. I'm very happy with her advice. read more

Mindy was incredibly helpful at providing my husband and I with a solid plan for reaching some of our long term goals such as buying a house and saving for college. In just a few hours of consultation she was able to answer all of our questions and set us on track for an all around solid financial future. She helped us figure out what size house we can afford, what we need to do to save for retirement, and when we should start savings for college for our kids. She even pointed out some areas we should think about that we hadn't considered yet. I loved that she didn't sell us any financial products but was able to suggest types of financial accounts we might want to consider. She is such a down to earth person and didn't make us feel like we had to have lots of assets for her to be interested in helping us. Her rates are also very affordable. I can't say enough about how great her services are. read more