Question 1

What is the company's mission?

Accepted Answer

Creating & Managing Wealth is the home of integrative and compassionate financial planning. Their mission is to deliver clear information, powerful, and thorough strategies and options based on the client's needs, and to honor their needs, respect their decisions, and offer to share their journey of financial security.

Question 2

What are the company's core values?

Accepted Answer

The company's core values include integrity, transparency, and doing complete work without cutting corners. They believe in being truthful and honest, working from an empowering context, and doing what they know to do, what they said they would do, and what others would expect them to do, even if it hasn't been explicitly stated.

Question 3

What services does the company offer?

Accepted Answer

Creating & Managing Wealth provides professional guidance and innovative solutions for the retirement planning needs of teachers and other non-profit employees. They offer clear information, powerful, and thorough strategies and options for their clients' financial planning needs.

Question 4

Who are the key members of the company's leadership team?

Accepted Answer

The key members of the company's leadership team include Christina Winters, the CEO/President of the Irving branch, Donnie Duntley, a financial representative in the Tulsa branch, and Sarah Scattergood, a senior financial planner in the Irving branch.

Question 5

How does the company strive to serve its clients?

Accepted Answer

Creating & Managing Wealth strives to serve its clients with commitment, trust, responsiveness, compassion, and knowledge. They aim to have their entire team rally around each client, delivering compassionate, integrative financial planning that is tailored to the client's unique needs and goals.

Creating & Managing Wealth, LLC

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About Creating & Managing Wealth, LLC

Frequently Asked Questions about Creating & Managing Wealth, LLC

What is the company's mission?

What are the company's core values?

What services does the company offer?

Who are the key members of the company's leadership team?

How does the company strive to serve its clients?

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