Empower Your Financial Journey with Our Keep It Simple Financial Plan
Professional Guidance, Personal Control
Craft Your Game Plan
At Keep It Simple Financial Planning, we understand that not everyone needs ongoing financial management. Our Keep It Simple Financial Plan service is designed for those who wish to take the reins of their financial future, yet desire the expertise of a professional to chart their course.
What is the Keep It Simple Financial Plan?
A One-Time, Comprehensive Plan: We provide a detailed financial plan tailored to your retirement goals, investment preferences, tax strategy, and risk management, giving you a clear roadmap to follow.
How It Works:
Initial Consultation: We start with a conversation to understand your financial situation, goals, and concerns.
Data Collection: You provide us with all the necessary financial information, including income, assets, liabilities, and future aspirations.
Customized Plan Development: Our team will create a personalized financial plan.
Plan Delivery: We present you with a comprehensive financial plan in 30-45 days from from the completion of data collection, complete with actionable steps and timelines, in a format that's easy to understand and implement.
Education: We empower you with knowledge, explaining each aspect of the plan, so you feel confident in managing your finances.
Why Choose Keep It Simple Financial Plan?
Empowerment: You gain the tools and knowledge to manage your finances independently.
Professional Insight: Benefit from the expertise of seasoned financial advisors without the ongoing cost.
Flexibility: Use the plan as a guide, adjusting as your life and financial situation evolve.
Peace of Mind: Knowing your plan has been crafted by professionals who understand retirement planning.
A Keep It Simple Financial Plan is a stepping stone to an empowered financial future—where success is not just a target, but an expectation.
Comprehensive
Financial Review
Our experienced financial planners will conduct a thorough assessment of your current financial situation, including your income, expenses, assets, liabilities, and goals.
Personalized
Financial Roadmap
Based on your unique circumstances and objectives, we will develop a clear, easy-to-follow plan to optimize your finances and help you answer questions like “when can I retire” or “what can I do to better optimize my finances?”
Our professional financial planners will offer valuable insights and a fresh perspective on your financial situation, ensuring that you're on the right track to achieve your goals.
Expert Guidance and Second Opinion
We will help you streamline your financial life by identifying areas for simplification and providing recommendations to better organize your finances.
Simplification
and Organization
Upon completion of the Keep It Simple Financial Plan, you will have the option to enroll in our "Simple+" ongoing service option, which provide continued access to a dedicated financial planner and powerful online financial planning tools for a modest fee.
Opportunity for Ongoing Support
Act Now for a Prosperous Tomorrow
Investment:
Project-Based Fee: A one-time fee for the development and delivery of your customized financial plan, ensuring you only pay for what you need.
Our average fee for this service is $5,000 - $8,000.