I once stood between a wolf
and my sixteen-year-old dog.
I once stood between
a wolf and my
sixteen-year-old dog.
I’m Lindy Venustus, CFP®, and I’m wildly protective of the people and animals in my life, and just as protective of anyone who deserves better than they’re getting. I’ve been in financial services since 2002, and in 2020 I started Create Financial Planning because I’d spent years watching talented, driven people get overlooked by big firms, sold products they didn’t need, or handed advice that had nothing to do with their actual lives. I wanted to do something different.
As a fee-only fiduciary, I’m legally required to act in your best interest. I earn no commissions and have no incentive to recommend anything except what’s actually right for you. It’s the only way I know how to work.
I built the CREATE Cash Flow Worksheet because my clients’ financial lives didn’t fit the tools that existed, and because most budgeting software has such a steep learning curve that people abandon it. My tools are built around one idea: your money should reflect your goals, and you should be able to see clearly when it doesn’t.
WHY I WORK ESPECIALLY WELL WITH BIG-PICTURE THINKERS
A lot of my clients are visionaries — people with enormous energy and ambitious goals who would rather spend their mental bandwidth on their work than on spreadsheets. But I have ADD, which means I see the big picture and love digging into the details. Most people are wired for one or the other. I get both. And I genuinely love the spreadsheets. I love knowing that the $477/month we’re setting aside right now will be exactly enough for the bathroom renovation in December. That’s not drudgery to me — it’s deeply satisfying.
If you’ve ever thought “I know I need to deal with my finances, I just can’t make myself focus on it,” I might be exactly who you’re looking for. I’m a gentle guide and accountability partner for all things financial adulting.
MY HUMAN SIDE
I’m usually moving: ballroom dancing, kayaking, hiking, or dressing up for absolutely no reason. I’ve been vegan since 2004; my partner since 2016 is a hunter and fisher. We have deep mutual respect for nature, and for each other.
My clients reflect the full range of how people live: female couples, non-binary people, heterosexual couples, solo creatives, business-owning partners, doctors, people with complex equity compensation, and people from diverse cultures who fortunately don’t have my Minnesota accent or look like me.
If you’ve ever felt like financial services weren’t built for someone like you, you might be exactly who Create Financial Planning was created for.
- CFP® — Certified Financial Planner™
- Fee-Only Fiduciary — no commissions, ever
- NAPFA Member — National Association of Personal Financial Advisors
- Fully virtual — serving clients nationwide where registered
- Registered Investment Advisor — serving clients in states where registered or exempt
- In the financial services industry since 2002
READY TO BUILD THE FINANCIAL LIFE YOU ACTUALLY WANT?
Book a 15-minute Canvas Meeting. We’ll talk about where you are, where you want to go, and whether we’re a good fit. No pressure. No sales pitch. Just a real conversation.