Meet the Team
Jason J. Hamilton, CFP®, CRPC®, CBDA
Jason J. Hamilton, CFP®, is the founder of Keep It Simple Financial Planning. He works with individuals and couples approaching retirement to help them navigate the complex decisions that arise when savings turn into income.
Jason’s approach centers on clarity and coordination. Rather than treating retirement as an investment problem, he helps clients align spending, income sources, and tax planning so decisions work together and tradeoffs are clearly understood.
As a CERTIFIED FINANCIAL PLANNER® professional, Jason believes retirement success is less about optimization and more about making thoughtful, well-coordinated decisions at the moments that matter most. His role is to guide clients through those decisions with clarity, patience, and practical insight.
Our Story
Keep It Simple Financial Planning was shaped by firsthand experience during the years surrounding the 2008–2009 financial crisis. Before that period, founder Jason J. Hamilton’s family owned a small business — an Italian restaurant called Mio Vicino, meaning “my neighbor,” in Willow Glen, California.
As the economy weakened, Jason watched his family navigate financial stress without the kind of guidance that coordinated planning decisions across investments, taxes, and long-term goals. Instead of receiving comprehensive, fiduciary advice, his family had been sold financial products that did little to prepare them for the challenges ahead.
That experience left a lasting impression. Jason saw how difficult financial situations become even harder when decisions aren’t well coordinated — especially during periods of uncertainty. It also showed him how different the outcome might have been with clearer planning and better guidance.
Motivated by what his family went through, Jason committed himself to learning how financial planning should work. His focus became helping people make thoughtful, well-coordinated decisions — particularly as they approach retirement, when the stakes are higher and mistakes are harder to undo.
In 2016, Jason founded Keep It Simple Financial Planning with a clear purpose: to deliver high-quality financial advice in a way that is clear, coordinated, and practical — especially during life’s most important transitions.
Today, Keep It Simple Financial Planning operates as a fiduciary, fee-only firm, serving clients virtually across more than 30 states. Our work is grounded in the belief that clarity and coordination — not complexity — are what lead to better financial outcomes over time.
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Jeanette, our dedicated Operations Coordinator at Keep It Simple Financial Planning, is here to guide you every step of the way. From a seamless onboarding process to providing ongoing support, she will be your trusted partner throughout your financial journey. With her expertise and commitment to your success, Jeanette ensures that your experience with us remains simple, efficient, and tailored to your unique needs.
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Lillian Turner, CFP®, CSLP®, RLP® is our Cashflow Coach here at Keep It Simple Financial Planning. She has a deep passion for helping others align their money with what matters most. Lillian is a CERTIFIED FINANCIAL PLANNER®, a Registered Life Planner®, and a Certified Student Loan Specialist. While she currently resides in Scottsdale, Arizona, Lillian is a Midwest girl at heart!
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Compliance
Giving Back
We believe financial clarity creates the capacity to give back. As a firm, we support financial education efforts within our community by offering educational workshops and resources focused on building understanding and confidence around financial decisions.
These efforts reflect our belief that clear, practical education plays an important role in long-term financial well-being.
Over the years, this has included working with local high schools and universities such as UC Irvine and UC Davis to support financial literacy initiatives.