Simplicity Financial is a fee only financial planning firm that works with young professionals and small business owners to develop a financial road map to achieve their financial goals. Whether it be buying a house, paying off student loans, establishing a retirement plan, or planning for a growing family, we work with clients to identify their financial picture and create a plan that aligns with their values.
A fiduciary has the highest ethical obligation to put their client's interests ahead of their compensation and any other considerations. We are a fiduciary - this is a fundamental value of ours, and we wouldn't have it any other way.
A fiduciary has the highest ethical obligation to put their client's interests ahead of their compensation and any other considerations. We are a fiduciary - this is a fundamental value of ours, and we wouldn't have it any other way.
Services
While Simplicity Financial is based out of Milwaukee, Wisconsin, we utilize technologies to accommodate clients from all over the country. Client meetings are held in person, via telephone calls, or video conferences. Our clients have busy lives and hectic schedules, so we have developed a flexible schedule and various forms of communications to meet their needs without being limited by location or time constraints.
By building relationships with our clients' through Comprehensive Financial Planning, we better serve them by aligning their values with their financial goals. Our financial plans are tailored to each individual client as we understand that every person has a unique perspective on their finances. There is no greater satisfaction than helping our clients reach their goals.
Managing assets and investments has never been simpler. We have partnered with Betterment, a smart technology that enables clients to see investments in one place and track their progress. Each client's investment plan is individualized to reflect their goals. Using this specific goal based investment approach allows our clients to better track their progress.
As a Certified Student Loan Planner and a Certified Financial Planner, we are experts in managing student loan debt. We design individualized plans to tackle student loans so you can feel confident you are taking the correct path. Whether it is public service loan forgiveness or refinancing, we have the knowledge and tools to develop the right plan for you.
A fiduciary is a person who puts their client's interests ahead of their own by adhering to the highest ethical standards of practice. I am a fiduciary - this is a fundamental value of mine, and I wouldn't have it any other way. Although you could manage your finances on your own, hiring Simplicity Financial can give you peace of mind and optimize your financial picture.
Reviews (5)
Andee McKenzie
Sep 25, 2021
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Jared is incredibly thoughtful in his approach with his clients. I recently went through a career transition in which I sought Jared's services to help navigate the complexities around finances as a freelance photographer. Jared gave me honest feedback on the best next steps to take and the advice was perfectly tailored to my short term and long term financial goals. Jared's communication style makes you feel like you are having a casual conversation with an old friend. He untangles every anxiety you have in your mind about your financial situation with ease. His overall demeanor, presentation
Kristen Board
Sep 22, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Jared is fantastic. I am very inept at financial concepts and he explains things in very simple layman's terms. He ensured that I understood all of the concepts and helped me to create reasonable and attainable goals for my financial future. He is very accommodating and even makes budgeting fun! He treats you like family!
Jared is fantastic. I am very inept at financial concepts and he explains things in very simple layman's terms. He ensured that I understood all of the concepts and helped me to create reasonable and attainable goals for my financial future. He is very accommodating and even makes budgeting fun! He treats you like family!
Derek Board
Sep 12, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Jared has been great with helping me understand my finances much better and planning for the future. Things that were complicated were made simple, with the holistic approach the Jared takes. I am very thankful with how flexible and comprehensive his services are. 5 stars would highly recommend.
Jared has been great with helping me understand my finances much better and planning for the future. Things that were complicated were made simple, with the holistic approach the Jared takes. I am very thankful with how flexible and comprehensive his services are. 5 stars would highly recommend.
Jonathan Rooney
Aug 31, 2021
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Matt Cerra
Sep 27, 2020
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I have been working with Jared and Simplicity Financial for about 2 years now. We started by working on my personal finances and then added in my business finances. Jared has helped me create some new systems within my business to help bridge the gap between it just being a source of income and it actually making a profit. I have turned everything over to Simplicity Financial, personal and business, and couldn't be happier with the services that are provided. Jared's approach is unique and flexible to what you need. I highly recommend their services no matter how big or small your goals are.
