Why we believe “Keep It Simple” is the best philosophy:

Easier to manage: Financial and wealth management can be complicated. By keeping things as simple as possible, our clients are able to remove clutter, distractions, and unnecessary complexities. 

Less stress, more sleep: With less things to worry about, we lower our cognitive load. As Americans, we are chronically underslept. Simplicity leads to less nagging thoughts before bed and deeper sleep. This will leave you with more mental energy to make better financial decisions and persist through challenges. 

Increased mental and physical health: By leading a simple financial life there is less to worry about and remember. This leaves more time to do the things that you love. Lowering cognitive load will tend to keep you more motivated to exercise, avoid anxious thoughts, and focus on what’s most important to you.

Improved relationships: One of the top reasons for relationship stress is finances. If you and your significant other can communicate well about finances, this will result in overall better communication, therefore a better relationship. We help our clients simplify their financial planning so they can improve their lives. 

Increased confidence: When you are financially confident, you will not be forced to stay in a job that you are unsatisfied with. You will be able to take on new challenges with courage. Financial confidence is an invisible energy that others unconsciously feel. It’s attractive and you will operate differently in the world when you are financially confident than when not. 

Less distraction: You will be less distracted by worries and have less fear about what “could” happen. You will also increase your awareness which will give you more clarity in all situations. 

Things will seem easier: Things you struggled with before will just seem easier. The way you manage challenges, tasks, and are able to persevere through adversity will just seem to flow. 

More joy: Without a bunch of distractions from overcomplication, you will find more joy in life. By keeping things simple, you will more easily be able to say “no” to things that don’t align with you and stay in a place of calm confidence.