Areas of Focus
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Budgeting
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Buying a House
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Compensation Planning
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Divorce Financial Planning
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Employee Stock Options
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Equity Compensation Options
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Financial Life Planning
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Getting out of Debt
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Insurance
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LGBTQ Couples
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Loss of Spouse or Partner
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Owning a Business
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Prioritizing Money
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Retirement Planning
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Saving
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Setting Up Retirement Accounts
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Side Hustles
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Socially Responsible Investing
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Travel
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Women & Wealth
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Work from Home
About Me
Hi, I'm Lindy Venustus. Wildly protective, I once stood between a wolf and my sixteen-year-old Chesapeake Bay Retriever, Lucy. I protect people too. That’s why I started Create. More on that in a minute.
I love ballroom dancing, kayaking, bicycling, motorcycle riding, camping, and dressing up for anything. To make the most of the Minnesota winters I cross country ski and snowshoe.
I enjoy stand-up comedy, music, reading, board games, sometimes I dabble with paint, photography, writing, or jewelry making.
For a puppy fix I also walk dogs. My dog before Lucy was Tommy, a St Bernard who came to me at 8 ½ years old, a rescue in poor health, whom we pampered like a lap dog, he lived to be almost twelve.
I’ve been vegan since 2004, and my boyfriend hunts. I respect that he respects nature, my values, and he doesn’t tell bacon jokes; they get old after several years. None of my friends or family are (currently) vegan. I don’t judge or I’d be very lonely. By the way, how can you tell if someone is vegan? You can’t, but they’ll tell you immediately.
Being a CERTIFIED FINANCIAL PLANNER™ and in the insurance and financial services industry since 2002; Create Financial Planning was born out of ten years of working at the corner insurance agency – serving 6,000 households, then seven years working for big organizations.
I craved deep relationships and helping people understand what they were doing and why; people overlooked by big companies. I have experience working with people with millions of dollars, yet I believe everyone deserves advice, even if you are new to saving.
I am a fiduciary fee only trusted advisor that you can come to for honest advice, and not worry about commission sales. I want to protect you from stress, taxes, and life’s plot twists.
Professional Designations
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CERTIFIED FINANCIAL PLANNER™ Professional
Affiliations
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BBB Accredited Business
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CFP Board
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Fee Only Network
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National Association of Personal Financial Advisors
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XY Planning Network
Primary Location
Bloomington, MN
Compensation Methods
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Advice-Only
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Fee Only
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Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button to set up your 45-minute initial Canvas meeting to discuss the vision for your financial masterpiece. We'll see if working together makes sense. I look forward to speaking with you.
Offers Investment Management
Yes
About our Firm
Helping people in all stages of life is our goal to create equity. If you are a great saver, we have a lot of experience, if you are just getting started, we believe you deserve to work with someone – with a lot of experience. I’ve been in the industry since 2002, yet somehow I’ve managed not to become stiff or boring, work from a lighthouse or an Adirondack chair.
Focus: Helping small business owners, gig workers, and artisans stabilize your financial world – so you can focus on your craft – in the US via Zoom.
Create Financial Planning is dedicated to the arts and artisans. We appreciate your process, work, and dedication. We use that same approach in planning.
We act as a behavior coach, mentor, hand holder, oh and Advisor formulating a plan for the future. Our goals are finding a place of comfort with your finances, and to help you use the right tools to get you there.
If you are looking for just a stockbroker, or conversations about investment performance, then Create is not the firm for you. However, if are looking for a partner that appreciates what you do, your goals, and your dreams then let’s start this conversation.
Education
University of Minnesota - Twin Cities, BA, Kinesiology and Psychology
Hobbies and Interests
- Animals
- Board Games
- Camping
- Cycling
- Dancing
- Motorcycling
- Music
- Painting
- Photography
- Skiing
- Writing
Who We Serve
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Artists
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Baby Boomers
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Business Owners
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Corporate Executives
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Divorce
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Dual Income Family
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Gen X
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Gen Y / Millennials
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Gen Z
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LGBTQ Couples
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Newly Engaged / Newlywed
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Technology Professionals
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Women Professionals
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