This document promotes financial planning services from Creative Money that are aimed at helping people who dislike thinking about money but need clarity and organization. It outlines challenges people face, such as lack of time and an objective unbiased source of advice. The solution offered is simple online-savvy financial planning without product sales or long-term commitments. Options include subscribing to their blog for free resources, joining their group program on conscious spending, or consulting one-on-one for personal advice. The services are designed to provide competent trustworthy solutions from an experienced professional in a creative and straightforward manner.

1. HELP!
I hate thinking
about money!
Introducing financial planning
that doesn’t suck
@mindycrary

2. Need more money clarity?

3. A better sense of
Organization?

4. BUT . . .

5. No Time

6. No Data Filtering System

7. Afraid of mistakes

8. This is for you

9. 1 2 3
The The The
Challenge Solution Options

10. 1
The
CHALLENGE

11. You need
OBJECTIV
E
ADVICE...

12. WITHOUT PRODUCT SALES

13. BUT . . .

14. WHERE TO FIND IT?

15. Most traditional planners . . .

16. Require minimum
investments
Charge asset
management fees
Expect long-term
relationships

17. WHAT TO DO?

18. 2
The
SOLUTION

19. Financial planning that doesn’t suck

20. Simple Process

21. Online-Savvy
Communication
Location Independent
Plain Talk When You
Need It

22. SAVE TIME, Get straight answers

23. Qualified professional

24. Industry veteran
Professional
designations
Ethical code of
conduct

25. Competent, trustworthy solutions

26. 3
The
OPTIONS

27. WE ARE CREATIVE MONEY

28. Coaching for not just your money

29. But the whackjob behind it.

30. (That’s right...we just called you a whackjob)

31. But honestly...
AREN’T WE ALL?
(just when it comes to
money...obviously, you’re
perfect in every other way
possible)

32. 3 WAY TO CONNECT

33. Subscribe to
The Blog

34. Blog Subscribers
receive:
Free Stuff
Conscious Spending
eBook
Mini Mint Videos
Call MP3s

35. Join The
Group
Program

36. Current Program:
Conscious
Money
Explores the energy
we bring to our
personal money
decisions

37. Consult
1:1 for Personal
Advice

38. Meet:
Mindy Crary
Head honcho and
personal advice-
giver

39. THREE OPTIONS
Blog + Free Group Program Personal Advice
Goodies

40. Click To Get Started

41. Say NO To Crappy Planning

42. There is a better way!

43. Click To Look Around

44. Creative Money
www.creativemoney.biz
@mindycrary