Included: You have the option to engage with one of our skilled CERTIFIED FINANCIAL PLANNER™ professionals or financial coaching programs for personalized guidance and support.

Included: Initial financial review and recommendations and 2x meetings per year with your advisor included.

Included: Unlimited in-app messaging support.

For an additional fee: *Unlimited one-on-one support is available as needed.

Mastering your money requires mastering new concepts. Our financial app, Elements®, will help you master your finances with ease!

Know where you stand financially at any time and how you are progressing toward your "magic number" for financial independence.

Quarterly progress updates, account aggregation, net worth statement, and balance sheet updates on demand.

Our team of experienced investment professionals has constructed and actively manages a variety of investment allocation models targeting higher expected returns using primarily Dimensional funds.

Each comprising a carefully selected mix of exchange-traded funds (ETFs) and/or mutual funds designed with specific allocations to help you achieve your unique goals.

Learn more about our Investment Philosophy

You will receive access at no additional cost to Keep It Simple Wealth Academy (not affiliated with Keep It Simple Financial Planning).

Through our programs, you will have the opportunity to expand your financial acumen through education, live workshops, and community interaction.

Our programs combine time tested principles of wealth management with flow science to help you develop the mindset, skills, and behaviors to become a powerful wealth manager.

Work with our team to create your custom financial plan, achieve your goals, and reach your highest potential.

The biggest difference between the financially successful and the unsuccessful is how they think.

Learn powerful techniques of flow science with time-tested principles of wealth management to rewire old programming, overcome generational trauma, and transform your relationship with wealth.

We employ tax-efficient investing strategies to help maximize your after-tax returns and minimize the impact of taxes on your investment growth.

Easily set up and manage account contributions to meet your income needs or other financial obligations.

Through our 3 Simple Buckets system, you money will be always be invested at the right risk level for your unique goals.

Our intuitive goal tracking tools allow you to monitor your progress towards your investment goals and make informed decisions about your financial future.

Ready to take control of your finances? 🚀 Our free financial health checkup is your first step towards financial freedom!

What to Expect:

☎️ During your complimentary 45-min checkup, we'll:

• Review Your Financial Information for Accuracy

• Discuss Your Financial Goals

• Assess Your Current Situation

• Identify Improvement Opportunities

In short, we're going to help you get clarity on what your doing well, what could be improved, and what we think your path forward should be to improve your finances.

Our checkup is 100% free with no obligation. We believe in transparency and value without pressure.

If we identify that working together is a mutual fit, we'll invite you to become a client.

If you are invited to become a client..

Our process starts with getting to know you. Initial onboarding is generally 3 meetings in the first 90 days learn about who you are, what you want to accomplish together, and to get your financial plan set up.

Then, depending on what your financial planning needs are, we'll create a service schedule to implement your plan.

This could include:

• Establishing financial goals

• Connecting you with appropriate professionals

• Reallocating your investment accounts

• Creating a cash flow plan

• Obtaining appropriate insurance

• Creating an estate plan

• Reviewing your tax return for opportunities

(or dozens of other things that could be important)

Even though financial planning can seem complicated, we are committed to delivering elite-level financial advice in jargon-free language and keeping things as simple as possible at all times.

Ready to take the next step?

Schedule your free Financial Health Checkup and initial consultation here.

Our founder, Jason, is passionate about providing elite-level financial advice to the next generation of high-potential wealth accumulators. When he started earning a good income and sought financial advice for himself, he couldn't find it. The financial advisors he came in contact with either wanted him to by an insurance product like an IUL or whole life insurance policy or told him to come back when he had $500,000 saved.

With our Simple Launch program, you don't have to have the same experience. Even if you're just starting out financially, you are welcome to join our program.

As a father, Jason wants all dads to have the financial knowledge needed to provide for their wives and children and to raise a successful family. He wants them to show up as financially confident leaders in their households.

As the oldest of six siblings with two sisters who are working professionals, Jason wants all professional women to find flow with their finances and have the security that a quality financial plan offers.

As an older brother to three brothers in his family and three brothers-in-law, he wants all young men to have a game plan for financial freedom.

Jason had to figure out all this "money stuff" the hard way. He has created the Simple Launch program so that you can access over a decade of knowledge without having to go through the same struggle.

If you're ready to step into your highest self, transform your relationship with wealth, and create financial freedom for yourself, apply to join Simple Launch today!