Jill Isbell, CFP®

Taking care of what's important so you can focus on what matters most to you.

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Creative Financial Services Jill Isbell, CFP®
Colorado Springs, CO

Serving Clients Nationwide

Taking care of what's important so you can focus on what matters most to you.

Areas of Focus

  • Financial Life Planning
  • Investment Management
  • Owning a Business
  • Retirement Planning
  • Taxes

About Me

Jill Isbell, President of Creative Financial Services, Inc., is a Certified Financial Planner who dedicates herself to provide customized strategies that address unique financial needs of every client.

With her Bachelor’s degree in Accounting from the University of Colorado, Jill started her career as an accountant and advanced to Controller within an international intellectual property services firm. She transitioned to financial services in 2007 and earned credentials to be a Financial Advisor with T Rowe Price. Timing couldn’t have been worse for a move to the investment industry. She can joke now about the “crash course” that 2008 delivered on the stock market. She learned valuable lessons from that crushing experience, persevered and continued her professional development with Edward Jones, LPL, and Charles Schwab.

In 2015 she earned CFP designation and advanced to Vice President as a dually registered Financial Consultant for both brokerage and banking with Charles Schwab. With irrepressible enthusiasm for her craft, Jill joined Creative Financial Services, Inc. in 2019 and subsequently became President and owner of the firm. Her mission is to provide boutique-level financial planning services to help clients navigate life events - like divorce, retirement, loss of a partner, changes in income, marriage, starting a business, or growing a family – and to create short and long-term solutions to each unique need. Her foundation in accounting and tax planning is an advantage to clients who benefit from incorporation of tax strategies into financial plans that are built to maximize assets.

Jill believes that everyone should have access to reliable financial planning guidance. As leader of an all women firm, she finds it especially rewarding to help women make critical financial decisions through death and divorce. She is proud of long-term relationships with her clients who trust her team to put their interests first. Creative Financial Services is a fiduciary, fee only, Independent Financial Advisory firm. Their fundamental objective is to help clients use money as a tool to enjoy life today and plan responsibly for tomorrow. They offer affordable and transparent fee structures, and they don’t work for commissions.

Originally from California, Jill came to Colorado in 1996 and found home in the beauty of its mountains. She is the proud mother of twin boys who are always her number one priority. Besides exploring Colorado, Jill also enjoys gardening and creating memories with friends.

Dedicated to her community, Jill serves several business and charitable organizations, most notably as President of the Pikes Peak Chamber of Commerce and Past President of the Pikes Peak Lions Club. Relentless as both student and educator of her craft and striving to be the best in her business, she is a valuable resource to her adopted home town. Through every client relationship, Jill feels privileged to serve during critical and sometimes difficult moments of their lives.

Professional Designations



  • Fee Only Network
  • National Association of Personal Financial Advisors
  • The AGC

Primary Location

5825 Delmonico Dr Suite 320 Colorado Springs, CO 80919

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Advice-Only
  • Fee Only
  • One-time Financial Plan
  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management


About our Firm

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, as a fiduciary, we strive to be our client’s trusted advisor.

✅ Our Philosophy

As a firm, our primary focus is to meet the financial needs of our clients. We believe in developing a partnership with our clients through mutual integrity, respect and the willingness of all to work diligently towards the accomplishment of the goals.

✅ Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

✅ Our Location

Creative Financial Services is a US based Registered Investment Advisor in the state of Colorado, but we our not bound by location. To best serve our geographically diverse clientele, we are primarily a virtual firm holding meetings via video conference, but we will meet with local clients from time to time.


University of Colorado, Colorado Springs, Bachelor of Science - BS, Accounting


Hobbies and Interests

  • Family
  • Gardening
  • Volunteering

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Dual Income Family
  • Families
  • Gen X
  • Individuals
  • Living in Retirement

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