About Us
Meet the Team
Jason J. Hamilton, CFP®, CRPC®
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 is also the Amazon bestselling author of The Retirement Coordination Framework™, where he lays out the approach this firm is built on: in retirement, spending, income, and taxes aren't three separate conversations — they're one.
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
Why Jason Started This Firm
Keep It Simple was born from watching my own family weather the 2008 crisis without the coordinated guidance they deserved — sold products instead of advice. That experience shaped everything about how this firm works.
Jeanette du Plessis
Jeanette du Plessis is the Operations Coordinator at Keep It Simple — and for most clients, the person who makes everything run. She handles onboarding, scheduling, and the logistics of working with the firm, so the experience feels the way the name promises: simple. If a question gets answered before you've finished asking it, that was probably Jeanette.
Giving Back
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.
Work With Jason
Let's make it simple.
A short, no-pressure conversation is the best place to start. We'll talk through your situation and whether we're the right fit.
Book an Intro Call