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Christine A. Centeno, CFP, MS

Simplicity Wealth Management, LLC

2400 Old Brick Rd. Suite C35

Glen Allen, VA 23060

(804) 286-4910

Email Christine

©2019 by Simplicity Wealth Management, LLC

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 Plan with Confidence and Clarity

Fee-Only, CERTIFIED FINANCIAL PLANNER™ in Richmond, VA

My  Fiduciary Responsibility is Only to You, The Client

 
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.

 

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WORKING TOGETHER

Just a few easy steps to get started

Book a Call

1

Create your Plan

2

Take Action & Achieve your Goals

3

ONGOING FINANCIAL PLANNING

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Planning for what you want most.

Organizing, prioritizing, and creating your plan.

INVESTMENT MANAGEMENT

Women Executive, Stock Options

Investing based on your goals

using a simple, disciplined approach.

SERVICES

FEE-ONLY

No Commissions

FIDUCIARY

 

 

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

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CONTACT ME

Fee-Only financial planner located in Richmond, Virginia, serving clients locally and across the country

2400 Old Brick Rd. Suite C35 Glen Allen, VA 23060

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