Simple Strategies Financial planning

Financial Planning for Every Stage of Life

Retirement planning built around your goals
Personalized investment strategies
Guidance on Social Security and Medicare timing

Start Your Personalized Financial Plan Today

Your Simple Route to Retirement Confidence

Build Your Financial Foundation

Create a strong financial foundation that supports your goals today—while securing your retirement future. We help families optimize savings, reduce taxes, and align investments with their long-term goals.

Retire with a Plan

We help you manage estate planning, Medicare decisions, retirement income strategies, and long-term care needs—so you can confidently care for your parents without sacrificing your financial future.

Women in Transition

Whether you're rebuilding after divorce or the loss of a partner, we’ll guide you in creating a financial strategy that supports your independence, honors your journey, and sets you up for lasting security.

Our Process

Gather Your Information

To provide you with the most accurate and personalized recommendations, we ask that you gather and send the following documents.

Fit Meeting

In our first meeting, we will get to know you and your situation.

Onboarding - Become a Client

When you are ready to move forward, we will handle all of the necessary paperwork and send everything to you for signatures.

Ongoing Management and Support

At any time you have a question, we are here to help.

Annual Review Meeting

We schedule an annual review meeting to provide a comprehensive review of your financial plan.

Resources

We provide tools and resources to help you reach your goals, including:

50-30-20 Budget worksheet
Retirement planning guide
Financial Planning Checklist for Moving Forward After Divorce

Contact Us

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.