- Wisdom of Confucius

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

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.

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.




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

Simple Life Financial