No. We do not have asset minimums. We are a “fee-only” firm and that gives us flexibility to work with clients of all asset levels on a fee for service basis.

Absolutely. And we are very proud of our investment process and philosophy.

We believe a great investment advisor can add significant value to our clients lives.

Learn more about our investment philosophy here.

Yes. As CERTIFIED FINANCIAL PLANNER™'s and a fee-only firm, we are committed to doing what's in your best interest before our own. We believe in being on the same side of the table as our clients.

No product sales or commissions. Our only product is financial and investment advice given with the duty of care a fiduciary relationship requires.

The founder of our firm, Jason J. Hamilton, CFP®, CRPC® is a CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Planning Counselor℠ and founded Keep It Simple Financial Planning in 2016. Jason has also earned the Certificate in Blockchain and Digital AssetsSM from the Digital Assets Council of Financial Professionals. He joins an exclusive group of financial professionals with the credentials to serve investors who are curious about bitcoin, blockchain and digital assets.

All of our advisors have achieved the highest financial planning certification and are CERTIFIED FINANCIAL PLANNER™ professionals.

We have helped hundreds of clients design their unique retirement blueprints and have seen most challenges you are possibly facing right now and know how to overcome them.

When it comes to working with a financial advisor, there are generally 3 models that you can use to pay for services. Fee-only advisors always put your interests first Please see this article for more information.

Yes.

See our "Life Stage" tab above for more information.

The first step is to schedule a complimentary initial consultation. Please see our contact us page for more information about the specifics of "How It Works".

There is no charge for this initial call. Before you commit to paying for services, we want to make sure we are a good fit to work together.

We only work with clients who are committed, coachable, and resourceful.

If during our initial call it becomes clear you do not fit these attributes, then we would not consider working together.

Please start by going to our scheduling page here.

Please review our Life Stage tab above and find the link to schedule for the service you feel fits your current needs.