Life-Centered Financial Planning
We help you manage complex life transitions—retirement, caregiving, career changes, and raising children—with clear, personalized financial strategies
Build Your Strong Financial Future
Strategic Retirement & Investment Planning for Real Life
What We Help With:
Estimate realistic retirement income needs and timelines
Maximize catch-up contributions and leverage tax-advantaged accounts
Balance saving for retirement with caregiving and education expenses
Manage investments aligned with your goals and values
Adjust your plan as your life and responsibilities evolve
You don’t need a perfect past to build a strong future. With the right strategy, you can still thrive in retirement.
Supporting your Children’s Journey
Planning for Education &
essential life skills.
What We Do:
Develop a clear college savings plan—including setting up and automating 529 plans—to help fund your children’s education without derailing your retirement goals.
Provide education and strategies for teaching financial life skills so your children learn to save, spend wisely, and invest for their own future.
Guide you in starting investments early for your children, helping them build wealth and financial confidence from a young age.
Supporting your children’s journey isn’t just about paying for education—it’s about giving them the tools and mindset to thrive financially throughout their lives.
Caring for Your Parents with Confidence
Supporting You as You Support Them
What We Help With:
Reviewing and updating estate documents
Creating retirement income strategies for your parents
Exploring long-term care and funding options
Providing step-by-step Medicare planning support
With the right plan, you can honor your parents and protect your peace of mind.
Let’s Create a Plan That Works for Your Whole Life
You shouldn’t have to choose between caring for others and planning for your own future. We help you create a strategy that works for every stage—retirement, caregiving, and building generational wealth.
Let’s see if we’re the right match to support your journey.
Simple Strategies LLC© 2025 All Rights Reserved. Advisory services are offered through Promontory Financial Planning, a Registered Investment Advisor. The content on this website is for informational and educational purposes only and is not intended as personalized financial, investment, tax, or legal advice. Investing involves risk, including the potential loss of principal. Past performance is not indicative of future results. Please consult a qualified financial professional regarding your individual circumstances.
Financial Planning in Utah focused on creating simple strategies to manage your complex life.
Connect with us
[email protected]
801-941-8612
©2025 Simple Strategies All Rights Reserved. Powered by Tango Advisor Marketing