About Us

As a CERTIFIED FINANCIAL PLANNER™ professional, we take a personalized approach to financial planning, working closely with you to understand your goals, priorities, and concerns.

Keep It Simple Financial Planning is an fee-only registered investment advisor. This means no product sales, no commissions, and we sit on the same side of the table with you, our clients, when delivering financial advice.

We'll help you develop a customized plan that takes into account your current financial situation, your future aspirations, and your risk tolerance while at all times taking a tax-focused approach at all times.

At Keep It Simple Financial Planning, we believe in transparency and education. We'll take the time to explain every aspect of your financial plan in plain English, and we'll help you make informed decisions about your investments, retirement planning, tax strategy, and more.

We offer a range of services to help you achieve your financial goals, including retirement planning, investment management, tax planning, estate planning, and risk management.

Our team is committed to staying up-to-date on the latest financial trends and best practices and we're here to provide you with ongoing support and guidance as your financial situation evolves.

We are committed to following a researched based, disciplined, investment management process.

Our investment process focuses on helping you achieve your goals utilizing low-cost, globally diversified and tax-efficient portfolios that focus on areas of the market with higher expected returns.

With our guidance, you will be capturing market returns with customized investment allocations that match your risk tolerance, timeline, and unique preferences.

Our clients receive access to the best in class technology to help them manage their finances and keep track of their financial progress over time.

With Keep It Simple Financial Planning, you can have confidence in your financial future.

Don't let financial planning overwhelm you. Contact us today to learn more about how Keep It Simple Financial Planning can help you achieve your financial goals with a simple, straightforward plan that works for you.