Helping Financial Advisors Build Sustainable, Client-Centered Practices

I work alongside growth-minded advisors to streamline operations, deepen client engagement, and elevate their practice—without burning out or selling out.

Let's talk about your practice!

Who is Karen Creighton?

With over two decades in the financial services industry—as an advisor, a team builder, and a practice manager—I understand the reality of running a financial advisory business.

I bring real-world experience and hands-on support to help you grow a practice that reflects your values, serves your clients exceptionally, and positions you for long-term success.

I don't just coach—I co-create with you. Together, we build structure, solve pain points, and elevate your practice to align with the future you want.

Former
Financial Advisor

Operations & Practice Management Expert

Custom, Action
Oriented Solutions

Trusted
Strategic Partner

Who Benefits

Whether you're managing a billion-dollar book or building a boutique niche firm,
the advisors I work with have one thing in common:

They refuse to be average.

My clients include advisors in all different stages of growth:

Seasoned financial advisors who are ready to scale with more ideal clients

Ambitious teams looking for operational clarity and growth strategies

Next-gen advisors who want to lead differently and think bigger

What Clients Say

Karen helped me recharge my business after hitting a plateau. We restructured my approach and reignited growth.

I was drowning in operations. Karen simplified and systematized our back office so I could focus on what I do best.

Our team was functioning like individuals. Now we’re aligned, efficient and focused on our success goals.

I now know to run my advisory practice like a real business.

Revenue is up -- and so is my own personal confidence.

Financial Advisors

Unlock a Better Growth Path –
Start Your Transformation Today!

Book time!