Jill Isbell
CFP®
Creative Financial Services
Owner | President
Jill Isbell
CFP®
Creative Financial Services
Owner | President
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jill Isbell, CFP®
Fee-Only financial planner located in Colorado Springs, CO, serving clients locally and across the country
Jill Isbell is a Colorado Springs, CO fee-only financial planner. Creative Financial Services provides comprehensive financial planning, retirement planning, and tax planning to help individuals, families and business owners organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jill Isbell is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
I’m Jill Isbell, President and Owner of Creative Financial Services, Inc. and a Certified Financial Planner. With an all-women team, my specialty is to help women make financial decisions through critical moments in their lives, like death and divorce. It’s my goal to build a long-term relationship with every client as we craft both short and long-term strategies to ensure financial wellness.
I am a graduate of the University of Colorado with a BS in Accounting. After several years as a Controller, I pursued my growing love for personal finance. I became a licensed Financial Advisor with several national brokerage firms and earned my CFP designation. Now, I provide reliable and affordable boutique-level financial planning guidance with extra advantage to clients who benefit from incorporation of tax strategies into financial plans that are built to maximize assets.
A Colorado resident since 1996, I am inspired by the beauty of our state and motivated to contribute to my community. I am honored to serve on local business and charitable organizations and as an irrepressible student and educator, I’m proud to be a valuable resource to my adopted home town. Being a mother of two precious twin boys gives me the added perspective of how crucial it is to receive the benefit of a critical thinker with an eye for detail that matters to the well-being of my clients.
Creative Financial Services is a fiduciary, fee only, Independent Financial Advisory firm. Our fundamental objective is to help clients use money as a tool to enjoy life today and plan responsibly for tomorrow. We offer affordable and transparent fee structures, and we don’t work for commissions.
Jill Isbell is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Creative Financial Services Fee-only financial planning and investment management for individuals, families, and business owners. Creative Financial Services has been in business for 36 years, Pauli and Jill are both CFP professionals with extensive knowledge and experience in investment management, financial planning and coaching, and a focus on tax efficiencies and strategies.
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. 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.
We take care of what's important so you can focus on what matters most to you.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Jill Isbell is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Jill Isbell is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Jill Isbell is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Jill Isbell is a Member and Past President of Pikes' Peak Chamber of Commerce
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Jill Isbell is a Member and Past President of Pike's Peak Lions Club
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Creative Financial Services is a Member of Southern Colorado Women's Chamber of Commerce
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Creative Financial Services has an A+ Rating with the Better Business Bureau
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Creative Financial Services is Proud Supporter of Pledge 1%
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Jill Isbell is Featured in Women's Edition Magazine Colorado Springs – January 2020: "Fitness for Your Finances"
Contact Jill Isbell
Office Locations:
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1216 West Colorado Ave
Suite 200
Colorado Springs, CO 80904
