Use the link above to access our comprehensive, financial planning platform, eMoney. Please note, prior access to your planning site must have been provided by Creative Financial Strategies. Through your login, you will be able to access your plan, view and aggregate your accounts, create a budget and track expenditures, and access your private, secured vault. 

Use the link above for brokerage investment accounts that are custodied at National Financial Services (NFS), LLC. We are completely independent of NFS LLC.  You can access statements, tax documents, transaction history, and real time account values.

Use the link above for advisory investment accounts custodied at Fidelity Investments. We are completely independent of Fidelity Investments.  You can access statements, tax documents, transaction history, and real time account values.

Use the link above to access your encrypted, cloud-based file sharing system. Please note, prior access to your folder must have been provided by Creative Financial Strategies. By using this system, you can securely upload and download documents to be shared with the Firm.