You're making more than ever — but something still feels off.
You've built the income. Now build the life that deserves it.
Our Philosophy
The thing no one tells high earners
You did everything right. The degree, the promotions, the salary jumps. But here's what's wild: at some point, more money stopped solving problems. Instead it created new ones — decision paralysis, lifestyle creep, that nagging feeling you've built a life on someone else's definition of success.
We see it constantly: brilliant people who can create solutions to complex matters at work but feel lost when it comes to their own money. Not because they lack intelligence — but because no one taught them to think about wealth as a life design tool, not just a scorecard.
That's where we come in. SimpliFi Wealth helps you stop performing wealth and start living it. We're not here to tell you what to do with your money. We're here to help you figure out what you actually want — then build a financial system that aligns with your vision and values.
Our Services
Three ways to take back control
Pick your starting point based on where you are right now.
1. Money with Meaning
For when you need to hit pause and recalibrate
You know something needs to change, but you're not sure what. This self-guided intensive helps you audit your financial life without judgment — so you can spot the leaks, the misalignments, and the "shoulds" that aren't serving you anymore.
What you'll get: The clarity to say no to the wrong things and yes to what actually moves the needle.
Best for: People ready to be honest with themselves about what's working and what's not.
I need this clarity →
2. Wealth Clarity Sessions
For when you want expert guidance + peer perspective
Think of this as your kitchen cabinet for money decisions — a small group of people dealing with the same tension between living well now and building for later. You'll get frameworks that work, real talk from peers who get it, and momentum that sticks.
What you'll get: Answers to the questions you've been Googling at 2am, plus the confidence to actually implement them.
Best for: People tired of DIY-ing their financial life alone who are seeking a community who has similar experiences (or as we affectionally call it — the Intentional Wealth Building Collective)
3. Financial Life Design
For when you're prefer individual guidance on designing your wealthy life
This is the full build. Private, comprehensive, ongoing partnership where we help you design your complete financial life. You bring the vision. We bring the roadmap, accountability, and expertise to make it real.
What you'll get: A simplified financial system as sophisticated as you, designed around your desires and values.
Best for: People who prefer a strategic partner to execute.
Why this will actually work for you (when most financial advice hasn't)
Most financial guidance falls into two camps: either it's so generic it doesn't seemingly fit your circumstances or offer the practical steps to be most useful or it's so technical and complex it deters you from taking action, because you lack the time to take on yet another project. We do something different.
Our approach:
We start with why, not what
Before we touch spreadsheets, we figure out what you're actually optimizing for. Freedom? Impact? Security? Adventure? Your strategy should align with your answer.
We treat you like the capable adult you are
No shame, no finger-wagging about lattes, vacations, or luxuries you have grown accustomed to. You're not broken. Your system is just misaligned with who you've become.
We focus on what matters most
We help you identify the few leverage points that will actually transform your life.
The result? You wake up knowing exactly where your money is going and why. No more decision fatigue. No more guilt. No more cognitive dissonance. Just clarity, confidence, and the freedom to live like you actually want to.
You might be ready if...
You hit the income milestone you dreamed about — but the relief you expected never came
You want to support your family without sacrificing your own financial future
You want to enjoy your money now without sabotaging your future
You're navigating wealth-building with zero template to follow
You have "good debt" (student loans) that still feels crushing
You want to enjoy your income without the voice in your head saying "but what if..."
You're making "good money" but still feel one emergency away from everything falling apart
You're tired of pretending you have it all figured out when you're actually winging it
You're successful by every external measure, yet money still keeps you up at night
You broke the cycle, built the career — and now you're wondering "what was this all for?"
You're funding multiple generations and losing yourself in the middle
You're making money to have freedom — but somehow you have less freedom than ever
Ready to stop performing wealth and start living it?
You don't need more income. You need more alignment. Let's build something that actually feels like yours.