Keep It Simple Financial Planning

Embrace simplicity and unlock financial success without the stress.

Meet Our Founder

Jason Hamilton is the catalyst of Keep It Simple Financial Planning. His commitment to clear, client-centric financial strategies has redefined what it means to achieve financial security and prosperity.

Our Specialties

Serving professional women
Guiding those approaching or in retirement
Helping individuals with a growth mindset

Our Core Services

Keep It Simple Financial Plan - project-based service to organize and optimize your finances
Simple+ Financial Planning and Wealth Management - comprehensive retirement planning
Simple Launch - for first-generation wealth builders to craft their financial legacy

Our Promise To You

Simplified, jargon-free financial planning
Personalized to your unique journey
Navigate retirement with confidence

Why Keep It Simple?

Customized financial strategies
Join a community of achievers
Benefit from our proven expertise