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    Skyline Advisors

    5.0 (1 review)
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    Services - Skyline Advisors

    Estate planning

    Inheritance planning

    Insurance planning

    4 More Services

    Investment management

    Retirement planning

    Tax planning

    Trust planning

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    5 years ago

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    Creative Money - certified financial planning practitioner

    Creative Money

    (2 reviews)

    We had a great experience with Sam Kirby. This is the first time I've found a financial planner…read morewhose approach and fee model made sense to me.

    I've been a client of Creative Money for a few years now and I have had a great experience. Not…read moreonly did we talk about practical financial issues for my personal life and business, but we also talked about mindset things and how I can flip my own script about what is possible for me with my financial health and security. I felt empowered with my own financial decisions because we addressed my overall vision for my life, what was most important to me, and I was given the time and space to think through decisions so I could make the best decisions for me. Creative Money has the financial planning expertise AND has my best interests at heart. They didn't talk down to me or pressure me to make a decision. They didn't have a formula for my money or an agenda. The Creative Money team put me right at ease for a few reasons: --Not attached to an investment company, so they don't need to sell certain investment funds or other products. --They take the time to explain things really well and make you comfortable --The post-meeting checklist is awesome. It made me feel more in charge of my finances than I had in a long time. --They keep in touch! One of the best things is that you can send a quick email if you have a follow-up question. I've sent along a couple questions after our initial session, and they always respond promptly. Best of all, these are real, down to earth people who really care and understand that sometimes money issues and behavior is more than about "just" the money. This is a judgment-free zone and I would not hesitate to recommend Creative Money to anyone who is looking for more clarity with their finances.

    Skyline Advisors - financialadvising - Updated May 2026

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