About Us

^History
About Us

Since 2003, I've been dedicated to helping younger individuals grow their financial knowledge and build confidence in their money decisions. What started as a passion for education has evolved into a comprehensive practice focused on empowering people in their thirties and forties to take control of their financial futures through practical guidance and ongoing support.

^{Why We Love What We Do}
For Those That Want To Do It Themselves

Experience That Makes a Difference

Two decades of experience have taught us that successful clients understand their financial decisions rather than simply following advice. Education is at the heart of everything we do. Whether you're starting to think about investing or ready to create a comprehensive plan, we explain concepts clearly so you can make informed decisions with confidence.

A Proactive Approach to Your Financial Future

Too many people operate in reactive mode with money, scrambling to address problems after they arise or making decisions based on fear. We take a proactive approach focused on education, goal setting, and strategic planning, helping you understand not just what to do with your money, but why certain strategies make sense for your situation.

Comprehensive Support When You Need It

Financial planning encompasses investments, risk management, life insurance, retirement planning, and all the pieces that create financial stability. Whether you prefer full-service support where we handle everything, or a DIY approach with professional assistance along the way, we meet you where you are. Our flexible approach means you have someone who understands how these elements connect and can help you build a cohesive strategy that grows with your life changes.

Building Confidence Through Knowledge

Our greatest satisfaction comes from watching clients transform from feeling overwhelmed to approaching financial decisions with confidence. When you understand your options and have a clear plan, money becomes a tool for achieving your goals rather than a source of stress, allowing you to make proactive decisions that align with your values.

Benita Creacy, CFP®

Advisor

As a financial advisor, I focus on providing services through a planning-based approach centered on education, goal setting, and helping clients implement actions to pursue their objectives. By making a financial plan a part of every new client engagement, I make sure that my recommendations are specific to each client. The investment recommendations come directly out of the planning process, which allows me to specialize in both financial planning and investments while continuously monitoring and adjusting strategies as life changes.

I graduated from Georgia State University's Robinson School of Business with a BS in Management and earned a Certificate in Financial Planning from Metropolitan State University. What inspired me to enter the financial industry was my desire to utilize my planning skills to make life better for my clients. Seeing the important changes that become possible through thoughtful planning is incredibly satisfying, and helping clients discover and reach their goals keeps me motivated every day.

My father was an Engineer, and moving was a big part of my childhood. I was born in California, but we moved all over the country as I grew up. I loved the adventure of making new friends wherever we went, and I still maintain friendships spanning over 50 years. While I don't see these friends as often as I'd like, we reconnect as if no time has passed.

I now live in Colorado, where I love the beautiful environment, healthy lifestyle, and cultural sophistication. Travel is one of my greatest passions. My first international trip to Egypt at 18 opened my eyes to the stark contrasts between wealth and poverty, revealing the diversity that exists both in the US and around the world.

I volunteer as Treasurer of Youth Celebrate Diversity, an organization that works with young people on human diversity issues. The participants develop their own programming while we provide structure, leadership training, and opportunities to make positive changes in their community. This work reflects my belief in empowering people to create better futures for themselves and others.

Kelsey Scantland

Client Services Associate

As a Client Services Associate, I support Benita with client needs, whether that involves paperwork, technology, or scheduling. I also maintain our website and AccountView system to keep everything running smoothly for our clients.

I earned my Bachelor of Arts in Business Management from the Robinson College of Business at Georgia State University and am currently pursuing my Master's in Computer Information Systems at Colorado State University. Having family members who are Certified Financial Planners made me more aware of the importance of savings than many others my age, which inspired my interest in this field.

What I love most about my work is our wonderful clients and their families. They motivate me to do my best every day. One of the most rewarding parts of my job is seeing the change in people's attitudes from our first meeting to their relief and confidence a year later. I specialize in helping clients access their accounts online and use the planning tools we provide, making technology work for them rather than feeling overwhelming.

Outside of work, I enjoy gardening, paddleboarding, and roller skating. I also love walking with my two dogs. I'm actively involved in the Samuels Elementary Community Garden and Youth Celebrate Diversity, organizations that reflect my commitment to building stronger communities.

^{Contact Us}
Let’s Begin the Conversation!

If you are interested in beginning a partnership with us, submit this form to schedule an initial conversation. We look forward to building a prosperous relationship with you.

Schedule Your Meeting