Financial Independence—
What Does It Mean for You?

• You have time to pursue the things that you’re truly passionate about.
  
  
• You have real security because you can live for as long as you need to without a job.
  
  
• You can  take the job you want, regardless of how much it pays.
  
  
• You can pursue business ventures that take time to pay off, without needing to be concerned about short-term cash flow.
  
  
• You have the sense of well-being that comes from being in control of your own destiny.

• You can take care of yourself and your loved ones whenever you need to.
  

• You have the energy and opportunity to learn and grow again.
  

- Wisdom of Confucius

We follow fundamental strategies to building wealth while simplifying the process. 

"Life is really simple, but we insist on making it complicated."

​Simple Life Financial

The Simple Life Financial Pathway

• I will help you complete a Goal Survey to document your short-term objectives and your long-term dreams, and together we will create a path to get there from here.
  
  
• We will work together on a Prosperity Assessment to figure out what truly makes you happy, so you can devote more of your resources to those things.
  
  
• We'll perform a Portfolio Checkup to strengthen your reserves and help you preserve the money you already have.
  
  
• We'll create an Investment Plan for new money you produce on your journey.
  
  
• We will optimize your cash flow, maximize returns, minimize expenses, and more behind the scenes.