What is Financial Simplicity?
Your financial complexity simplified.
A clear plan to drive your financial decisions.
See your financial accounts in one place.
Financial Simplicity Starts With a Financial Plan
Every Financial Decision You Make is Guided by Your Plan
We focus on exactly what is right for you and for your situation.
Your plan is designed to deliver your goals—on your timeframe.
A plan is a living document. We make changes to the plan when your priorities and goals change.
Your investments must support your Financial Plan—not the other way around.
Tax efficiency guides all planning and investment decisions.
Having an in-depth and comprehensive plan gives you greater confidence in your choices.
Having a plan helps to focus on what's important and eliminates the “noise” in the marketplace.
Less stress, less worry. You'll feel secure that you have thoroughly planned.
Just a few easy steps to get started
Book a Call
Create your Plan
Take Action & Achieve your Goals
Advice in YOUR best interest
Fee-Only, Unbiased Advice
I believe in advice delivered in a simple, honest, and easy-to-understand manner without hidden fees and unnecessary jargon.
Your life is busy. Together we’ll develop a comprehensive plan giving you the confidence and clarity that you're making smart financial decisions. You can spend less time worrying, and more time enjoying life knowing you've got a plan to keep you on track.
Looking for financial simplicity? Let’s create your plan.
Christine A. Centeno, CFPⓇ, MS
Founder of Simplicity Wealth Management, LLC