Create Financial Planning Revenue

Financial Services • Bloomington, Minnesota, United States • 1-10 Employees

Create Financial Planning revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Key Contact at Create Financial Planning

Lindy Venustus

Certified Financial Planner™ , CEO, Owner

Company overview

Headquarters	Suite 920, 8400 Normandale Lake Blvd, https://createfp.appointlet.com, Bloomington, Minnesota 55437, US
Website	createfp.com
NAICS	52
Keywords	Planning, Investing, SRI, College, Home, Fiduciary, Financial Planning, Retirement, Cash Flow, Entrepreneur, Socially Responsible, Vegan, Saving, Artist, ETF, CFP, Self Employed, Certified Financial Planner, Fee Only, Small Business Owner
Founded	2020
Employees	1-10

Create Financial Planning Email Formats

Create Financial Planning uses 1 email format. The most common is {first initial} (e.g., j@createfp.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@createfp.com	100%

About Create Financial Planning

If you want to connect with someone who thinks what you are doing is incredible, wants to share in your success, and will create a financial plan aimed at your goals and values, then Create Financial Planning is the perfect fit for you. Free up your creative brain and Create will crunch the numbers. Together we’ll make a great team. CreateFP is a fee only Financial Planning firm that also offers investment services. Fee only means we do not work off commissions and do not sell products; you get the right service and advice for you.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Funding Data

Create Financial Planning has never raised funding before.

Create Financial Planning Tech Stack

Discover the technologies and tools that power Create Financial Planning's digital infrastructure, from frameworks to analytics platforms.

Google Workspace

SiteGround

Hosting

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

Nginx

Reverse proxies

PHP

Programming languages

Site Kit

Analytics

WordPress

Blogs

Divi

Page builders

Google Analytics

Analytics

MySQL

Databases

RSS

Miscellaneous

Frequently asked questions

Create Financial Planning is located in Bloomington, Minnesota, US.

Create Financial Planning generates an estimated annual revenue of $85,555. This revenue figure reflects the company's market position and business performance in its industry.

Create Financial Planning has an estimated valuation of $273,776. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Create Financial Planning was founded in 2020, making it 6 years old. The company has established itself as a significant player in its industry over this time.

Create Financial Planning has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Create Financial Planning

Lindy Venustus

Certified Financial Planner™ , CEO, Owner

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