Fiduciary Financial Advisor
Making Sense of Your Finances
Comprehensive Financial Planning
A personalized, ongoing process where we look at your entire financial picture so every decision works together to help you confidently work toward your goals.
Simplified Approach
Turning complex financial choices into clear actions that support your priorities.
Advice You can Trust
Receive clear, unbiased financial guidance from a fee-only firm, knowing we will always act in your best interest.
At Simplified Planning, we help bring order to your finances—turning complexity into clarity. As a fee-only fiduciary firm based in Des Moines, IA, we provide objective financial planning and investment management to clients nationwide. We aim to align today’s priorities with tomorrow’s ambitions and help clients move forward with greater confidence.
Who We Serve
Our services are ideal for those who:
Value partnering with advisors who are dedicated partners in their long-term financial success.
Desire a financial plan that is detailed, personalized, and flexible, serving as a roadmap for significant life decisions.
Are seeking high-quality, long-term investment strategies that are easy to understand, cost-effective, well-diversified, and seamlessly woven into their financial plan.
What Sets Us Apart
We are your trusted financial partner:
Fiduciary StandardWe’re obligated—and fully committed—to act solely in your best interest.
Commission-Free AdviceYour plan is driven entirely by your goals, never by sales incentives.
CFP® ExpertiseGuidance backed by rigorous training, ethical standards, and professional certification.
Specific Expertise
We bring a depth of experience in helping clients navigate complex planning situations, including:
- Charitable Giving Strategies
- Stock-Based Compensation
- Retirement Income Planning
- Lifelong Tax Planning
- Estate Planning Coordination
- Education Funding Strategies
