New Discoveries Montessori Academy Awards Financial Services Contract to Creative Planning (July 2026)

The board designated Creative Planning as financial manager and authorized related cash management activities. The agenda also granted the firm administrative authority over certain bank account and transfer functions.

Document date · July 20, 2026

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Document type

Agenda

Source document

New Discoveries Montessori Academy Official Board Meeting Agenda 2026-07-20

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by New Discoveries Montessori Academy?

Creative Planning was awarded this financial services contract by New Discoveries Montessori Academy, as recorded on July 20, 2026.

What type of contract is this?

This is a Financial Services contract, documented as a agenda record.

Where was this contract approved?

This contract appears in New Discoveries Montessori Academy Official Board Meeting Agenda 2026-07-20 (Agenda), dated July 20, 2026 from New Discoveries Montessori Academy. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Creative Planning hold?

Creative Planning may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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