Due to high demand for our services and limited available slots to onboard new clients (which is very time-intensive!), we have implemented a waitlist.
Our next new client onboarding slots will not be available until early 2027 and will be limited to one client per month. If you're still interested in meeting for an introductory meeting, please enter your contact details below, and we will reach out to you when we are hosting our next round of introductory meetings.
P.S. A few important items to note on our services, just so we're all on the same page:
1. Our advisory packages range from $10,000 to $12,000 per yr (can be more if high complexity). See our website for more detail:
https://www.simplifywealthplanning.com/servicesandpricing2. Clients are required to transfer their assets to our third-party custodian (Charles Schwab). We don't offer our financial advisory services as a stand-alone "advice-only" model where assets are not transitioned to our trading systems.
3. We no longer offer one-time project based plans.
If you're someone looking to finally outsource your financial management to an expert, we'd love to talk to you!