Achieve Financial Clarity with Keep It Simple Financial Planning
Embrace simplicity and unlock financial success without the stress.
Your Financial Future, Simplified
At Keep It Simple Financial Planning, we provide a clear, personalized path to financial freedom, designed around your unique life goals. We are an independent, fee-only advisory firm, serving clients across the United States.
While we welcome clients from all backgrounds, we specialize in guiding professional women, those approaching or in retirement, and individuals with a growth mindset toward their financial goals.
“Simplicity is the ultimate sophistication in personal finance.”
Join a community where your ambitions are not just understood—they're actively nurtured. At Keep It Simple Financial Planning, we recognize that retirement is more than a pass/fail; it’s a continuous process. While retirement can feel complicated and overwhelming, by embracing simplicity, you will find the peace of mind you are looking for.
Choose Simplicity.
In our approach, every step of your financial journey is treated with care and precision, reflecting our belief that planning for the future is about evolution and adaptation—not just reaching a set of financial milestones. Let us help you navigate the complexities of financial planning with a strategy that evolves with you, ensuring that every phase of your life is as rewarding as it is financially secure.
Choose Success.
Realize Your Potential with Our Core Offerings
Our services are designed as stepping stones to an empowered financial future, where success is the standard.
Keep It Simple Financial Plan
A project-based service designed to help you organize and optimize your financial situation.
Simple+ Financial Planning and Wealth Management
Realize your dream retirement with the help of a CFP® professional.
Simple Launch for First-Generation Wealth Builders
Elevate your financial strategy with Keep It Simple Financial Planning.
Our Promise to You..
Simplified Financial Planning
Our commitment to simplicity means we communicate in clear, jargon-free language that demystifies financial planning. We believe in making sophisticated financial concepts accessible and understandable for everyone.
Personalized to Your Unique Journey
Each financial plan we craft is as unique as the clients we serve, tailored to reflect your personal aspirations and life circumstances.
Navigate Your Retirement with Confidence
We address common retirement concerns with strategies designed to manage income sustainability, tax implications, and investment risks. Our comprehensive approach ensures you feel secure and well-prepared for what's ahead.
Act Now for a Prosperous Tomorrow
Claim your space in the world where financial expertise meets your ambition. Schedule a consultation with us today and take the first stride toward a future rich with achievement.
Commitment to Excellence
At Keep It Simple Financial Planning and Wealth Management, our relationship with clients is rooted in trust and transparency. We are dedicated to providing you with the utmost level of service and support, helping you navigate your financial future with confidence and peace of mind.
Act Now for a Prosperous Tomorrow
Dive into a world where financial expertise meets your ambition. Schedule a consultation with us today and take that first stride toward a future rich with achievement.
Meet Our Founder
Meet Jason Hamilton, the catalyst of Keep It Simple Financial Planning. His commitment to clear, client-centric financial strategies has redefined what it means to achieve financial security and prosperity.
Recognized and Trusted
Our insights and expertise are lauded nationwide—see how Keep It Simple Financial Planning is making waves in the financial world.
Start your journey with a team that's as invested in your success as you are. Let's make your financial dreams a reality.
AS SEEN ON
Why Keep It Simple Financial Planning?
Customized Financial Strategies: Every financial journey is unique. We craft our strategies to align precisely with your personal ambitions, ensuring that each solution is tailored just for you.
Community of Achievers: Join a community where visionaries and leaders thrive together. We believe in empowering each of our clients to achieve excellence through smart, personalized financial planning.
Proven Expertise: Benefit from our extensive market knowledge and wealth management expertise. We’re committed to providing you with insights and advice that help secure your financial future.
Our Core Offerings
Keep It Simple Financial Planning
A service designed for clients with relatively simple financial situations who want to work with a professional financial planner to streamline, organize, and optimize their financial situation.
Key Features:
Comprehensive Financial Review
Personalized Financial Roadmap
Simplification and Organization
Expert Guidance and Second Opinion
Opportunity for Ongoing Support
Whether you're looking to validate your current financial strategies or seeking expert guidance to optimize your finances, our Keep It Simple Financial Plan offers a tailored, project-based solution to help you achieve your goals.
Simple+ Financial Planning and Wealth Management
For clients in or near retirement with more complex needs, we offer a comprehensive engagement. Designed for clients who want a dedicated CERTIFIED FINANCIAL PLANNER™ professional to guide them through the implementation and continuous monitoring of their financial plan.
Key Features:
Detailed and Comprehensive Retirement Plan
Continuous Monitoring
Semi-annual or Quarterly Meetings
Retirement Spending Maximization
Customized Investment Portfolio
Skillful Tax Management
Dedicated CFP® Professional
By enrolling in our Simple+ service, you can enjoy the confidence that comes with knowing your financial future is in capable hands, allowing you to focus on what matters most - enjoying your retirement years to the fullest.
Simple Launch
This service empowers first-generation investors to become powerful wealth managers and change their families legacy. Work with our team to transform your finances.
Key Features:
Forge Your Path To Wealth
Cultivate a Wealthy Mindset
Industry Best Technology
Access Elite Financial Planning Expertise.
Professionally Managed Portfolios
Save Taxes
Expert Led Education
Achieve Your Goals With Speed
The Simple Launch Service is an excellent choice for first-generation wealth builders or clients who are 10+ years from retirement. If you have big goals and want help achieving them, we’re here to be your guide.
Each offering is designed to inspire action toward a future where financial goals are not just met but exceeded.
Stay Informed, Stay Ahead
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The Secret to Retiring with 15-35% More Spending Power.. Without Having to Downgrade Your Lifestyle