DESIGNERS
The Intentional Simplifier
You're an Intentional Simplifier—someone who wants a life that’s full of meaning, not just money.
You’ve chosen simplicity as a strategy, not a compromise. You want your finances organized, efficient, and aligned with what matters—not bloated with complexity.
Decision-Making Style: Independent
You make your own decisions, often with an eye for minimalism and clarity. You avoid unnecessary meetings, fees, and jargon.
Financial Motivation: Lifestyle-Oriented
You want your money to support freedom, flexibility, and quality of life—not just accumulation.
Pace & Communication Style: Efficient + Executive
You value quick insights, low-friction communication, and a clear plan that doesn’t require constant upkeep.
Values and Priorities
- Simplicity, organization, and low-maintenance systems
- Financial freedom and time flexibility
- Advisors who can streamline, not over-complicate
- Peace of mind—not constant updates
Potential Blind Spots
- Avoiding complexity may hide important risks or inefficiencies
- You may overlook estate or tax issues in pursuit of simplicity
- Without regular review, even simple systems can drift off course
How We Work With Intentional Simplifiers
We help Intentional Simplifiers build low-friction financial plans that stay out of your way—but deliver where it counts.
You won’t get a dashboard full of charts. You’ll get a streamlined plan that fits your life and keeps you focused on what matters most.
The next best step is to simplify your financial life without cutting corners.
Book a discovery call to learn how we support clients like you in building clarity and ease into their financial lives.
Click Here to Schedule Your Call now.
You don’t need more spreadsheets. You need less stress and more space.