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Business Profile

Financial Planning Consultants

Create Financial Planning
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(612) 401-9755
See Hours
Operating Hours
By Appt. Only
By Appt. Only
By Appt. Only
By Appt. Only
By Appt. Only
Closed
Closed

About

Overview

Create Financial Planning

8400 Normandale Lake Blvd Ste 920

Bloomington, MN 55437-3843

View Service Area

BBB Accredited Since: 10/15/2021

Years in Business: 5

Payment methods:

AdvicePay/Stripe accepts Visa, MasterCard, AmEx, and Debit (subject to change).

BBB Accreditation & Rating

Create Financial Planning is BBB Accredited.

BBB accredited business seal

This business has committed to upholding the BBB Standards for Trust.

Why choose a BBB Accredited Business?

About This Business

Entrepreneurial advice, Artists, Dancer, Musician, Singer, Home buying, Cash Flow, Budgeting, Savings, Goals, Business Start Up, Student Loan Payment Planning, College Planning, Retirement Planning, Special Needs Trusts, LGBTQ, Divorce, Widow, Investment Management, Retirement Plans, Socially Responsible Investing, Fee Only Advisor, Fiduciary

Products and Services

Fee Only Fiduciary Financial Planning Services

Photos and Videos

Business Details

Local BBB:
BBB of Minnesota and North Dakota
BBB File Opened:
10/15/2021
Business Started:
1/19/2020
Business Management:
Lindy Venustus, Manager

Additional Contact Information

Principal Contacts
Lindy Venustus, Manager
Customer Contacts
Lindy Venustus, Manager
Additional Email Addresses
Sales: Email this Business
Technical Support: Email this Business
Customer Service: Email this Business

Licensing information

  • CERTIFIED FINANCIAL PLANNER TM

Additional Information

Refund and Exchange Policy
28 Days notice to cancel annual subscription, all subscriptions are paid after service is provided if clients pay monthly removing the need for refunds. 
Business Categories
Financial Planning Consultants, Financial Services, Financing, Financial Consultants, Investment Management, Insurance Consultant, Strategic Planning Consultants, Employee Benefit Plans, Business Plan, Planning Consultants, Employee Benefit Consultants, College Savings Plans

More Resources

BBB Reports On: Known Marketplace PracticesOverview of Ratings

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