Keep It Simple Financial Plan

The "Keep It Simple" Financial Plan is a project-based service designed for clients who want to work with a CERTIFIED FINANCIAL PLANNER® professional to streamline, organize, and optimize their financial situation.

This service caters to two types of clients: those who are financially savvy but seek a second opinion, and those who may have less experience and want expert guidance in creating a straightforward roadmap to optimize their finances.

Key Features

  • As a Certified Financial Planner® professional we will conduct a thorough assessment of your current financial situation, including your income, expenses, assets, liabilities, and goals.

  • Based on your unique circumstances and objectives, we will develop a clear, easy-to-follow plan to optimize your finances. This plan is designed to be implemented by you, with our guidance and support.

  • We will help you streamline your financial life by identifying areas for simplification and providing recommendations to better organize your finances.

  • Jason has been helping clients optimize their financial resources since 2016. You will receive valuable insights and a fresh perspective on your financial situation, ensuring that you're on the right track to achieve your goals.

  • Upon completion of the Keep It Simple Financial Plan, you will have the option to enroll in one of KISFP's "Simple+" ongoing service options, which provide continued access to a dedicated Certified Financial Planner™ professional and powerful online financial planning tools for a modest fee.

Whether you're looking to validate your current financial strategies or seeking expert guidance to optimize your finances, the Keep It Simple Financial Plan offers a tailored, project-based solution to help you achieve your goals. With a CERTIFIED FINANCIAL PLANNER® professional by your side, you can take control of your financial future with confidence.

Our minimum fee for this service is $5,000 - $8,000.