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.
Want to learn how we help clients near and in retirement achieve financial freedom?
“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
Transform your legacy 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 Plan
Streamline, Organize, and Optimize Your Finances
Our Keep It Simple Financial Plan is perfect for clients with straightforward financial needs looking to benefit from professional guidance.Key Features:
Comprehensive Financial Review: A deep dive into your financial situation.
Personalized Financial Roadmap: A tailored plan to guide your financial journey.
Simplification and Organization: Streamline your financial life for clarity.
Expert Guidance: Get professional insights or a second opinion.
Ongoing Support Option: Transition to our continuous planning services if needed.
Why Choose Our Plan?
Tailored: Designed for simpler financial situations.
Empowerment: Gain control with expert advice at a project cost.
Validation: Confirm or enhance your financial strategies.
Flexibility: Start with a plan, then explore ongoing support.
Our Keep It Simple Financial Plan offers a project-based solution to help you achieve your financial goals with ease.
Simple+ Financial Planning and Wealth Management
Your Dedicated Financial Guide
Our Simple+ service is tailored for clients in or near retirement with more complex financial needs, offering a dedicated CERTIFIED FINANCIAL PLANNER™ professional to guide you through the intricacies of your financial plan.Key Features:
Comprehensive Plan: A thorough, detailed retirement strategy.
Continuous Monitoring: Regular checks to keep your plan on track.
Regular Meetings: Semi-annual or quarterly to review and adjust.
Spending Optimization: Strategies to maximize your retirement income.
Customized Portfolio: Investments tailored to your risk profile.
Tax Management: Skillful planning to minimize tax liabilities.
Dedicated CFP®: Your personal financial planning expert.
Why Choose Simple+?
Peace of Mind: Your financial future is expertly managed.
Personalization: A plan designed around your unique needs.
Professional Oversight: A CFP® professional ensuring your plan evolves with you.
With our Simple+ service, enjoy the confidence that comes with knowing your retirement is in capable hands, allowing you to focus on what matters most - living your retirement years to the fullest.
Simple Launch
Empowering Wealth Builders to Transform Your Financial Future
Our Simple Launch service is crafted for first-generation investors aiming to become powerful wealth managers and change their family's legacy.Key Features:
Wealth Building: Forge your path to financial prosperity.
Mindset Shift: Cultivate a mindset geared towards wealth.
Cutting-Edge Tech: Utilize industry-best technology for your journey.
Elite Planning: Access to top financial planning expertise.
Managed Portfolios: Professionally curated investments for growth.
Tax Savings: Strategies to minimize your tax burden.
Expert Education: Learn from the best to make informed decisions.
Rapid Goal Achievement: Achieve your financial goals with speed.
Why Choose Simple Launch?
First-Generation Wealth: Ideal for those looking to establish a legacy.
Guidance: We’re here to help you navigate your financial journey.
Acceleration: Speed up your wealth-building process with our expertise.
The Simple Launch Service is your choice if you're a first-generation wealth builder. We’re here to guide you, ensuring you achieve your financial aspirations with confidence.
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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