You've built the income. Now use it to build the life that you desire.
Most people never realize how their experiences and their environment shape their relationship with money. Be courageous and discover what you truly desire free from external influences. Align your finances with what you truly value and turn your dream life into your reality.
Our Approach
Why our approach to financial coaching will actually work for you (when most financial advice maybe hasn't)
Financial guidance often falls into two camps: either it's so generic it doesn't seemingly fit your circumstances or offer the practical steps to be most useful to you, or either it's so technical and complex it deters you from taking action, because you lack the time to take on yet another project. We do something different. We marry the psychology of money with behavioral finance and proven financial principles. By enhancing your financial EQ, you transition from simply accumulating assets or pursuing the next thing to intentionally pursuing a life that's meaningful to you. It fosters financial peace and enhances your overall well-being.
We start with why, not what
Before we touch spreadsheets, we figure out what you're actually optimizing for. Freedom? Impact? Security? Adventure? Your strategy should align with your answer.
We treat you like the capable adult you are
No shame, no finger-wagging about lattes, vacations, or luxuries you have grown accustomed to. You're not broken. Your system is just misaligned with who you've become.
We focus on what matters most
We help you identify the few leverage points that will actually transform your life.
The result: You wake up knowing exactly where your money is going and why. No more decision fatigue. No more guilt. No more anxiety about money. No more cognitive dissonance. Just clarity, confidence, and the freedom to live the life you desire.
Our Philosophy
Why We Start with Mindset
Most high earners hit a ceiling that has nothing to do with money. You're making more than ever — but something still feels off.
If you're the first in your family to earn at this level, you're not just building wealth — you're building it without a blueprint. And that comes with invisible weight: money scripts from childhood that no longer serve you, guilt about having more, fear of losing it all, uncertainty about how to handle it.
These aren't character flaws. They're the natural result of navigating wealth without a model.
That's why we don't help you create a financial strategy on day one. Research shows that lasting behavioral change starts with cognitive change — and our methodology is built on that truth. We start by understanding your money mindset — the beliefs and patterns you inherited, the stories you're carrying, the emotions driving your decisions beneath the logic.
Because here's what we know: when your mindset is still operating from scarcity, survival, or someone else's values, even the best financial strategy will feel wrong. You'll self-sabotage, second-guess, or simply stop following through.
But when we help you identify and shift the thoughts at the root of your money patterns, everything changes. Your wealth-building becomes sustainable because it's aligned with who you actually are and what you genuinely desire and value — not what you think you should want.
That's when you transform your relationship with money and truly begin living your wealthy life.
We can help you design a financial decision making framework that feels less like deprivation and more empowering to choose your own adventures financially, with intentional value-driven choices created by you.
Our Services
Three paths to financial wellness
Pick your starting point based on where you are right now.
1. Money with Meaning (Self-guided)
For when you need to hit pause and recalibrate
You know something needs to change, but you're not sure what. This self-guided intensive helps you audit your financial life without judgment — so you can spot the leaks, the misalignments, and the "shoulds" that aren't serving you anymore.
What you'll get: The clarity to say no to the wrong things and yes to what actually moves the needle.
Best for: People ready to be honest with themselves about what's working and what's not.
2. Wealth Clarity Sessions (Group Sessions)
For when you want expert guidance + peer perspective
Think of this as your kitchen cabinet for money decisions — a small group of people dealing with the same tension between living well now and building for later. You'll get frameworks that work, real talk from peers who get it, and momentum that sticks.
What you'll get: Answers to the questions you've been Googling at 2am, plus the confidence to actually implement them.
Best for: People tired of DIY-ing their financial life alone who are seeking a community who has similar experiences (or as we affectionally call it — the Intentional Wealth Building Collective)
3. Financial Life Design (1-on-1)
For when you're prefer individual guidance on designing your wealthy life
This is the full build. Private, comprehensive, ongoing partnership where we help you design your complete financial life. You bring the vision. We bring the roadmap, accountability, and expertise to make it real.
What you'll get: A simplified financial system as sophisticated as you, designed around your desires and values.
Best for: People who prefer a strategic partner to execute.
You might be ready if...
You hit the income milestone you dreamed about — but the relief you expected never came
You want to support your family without sacrificing your own financial future
You want to enjoy your money now without sabotaging your future
You're navigating wealth-building with zero template to follow
You have "good debt" (student loans) that still feels crushing
You want to enjoy your income without the voice in your head saying "but what if..."
You're making "good money" but still feel one emergency away from everything falling apart
You're tired of pretending you have it all figured out when you're actually winging it
You're successful by every external measure, yet money still keeps you up at night
You broke the cycle, built the career — and now you're wondering "what was this all for?"
You're funding multiple generations and losing yourself in the middle
You're making money to have freedom — but somehow you have less freedom than ever
Your daily decisions create space for lasting change. This isn’t about the optimal use of every dollar—it’s about intentional, value-driven living that fosters financial peace and improves your financial wellbeing.
Ready to design your wealthy life?
You don't need more income. You need more alignment. Let's build something that feels authentically you.
Our Story
A Story About Coming Home to Purpose
Before SimpliFi Wealth was born, it was a dream — one that began in a college dormitory on the campus of Morehouse College — rooted in a desire to help others understand money and use it as a tool for freedom. But like so many dreams, life’s realities took hold. Financial stability, career, and “success” came first.
I didn’t stray too far. After college, I became a financial advisor, helping clients plan for the future. I loved the work, but I eventually realized that many of the systems designed to support people’s financial growth weren’t built to empower them — especially those without access to generational wealth or institutional knowledge.
So I pivoted. I became an attorney specializing in securities law and regulation–mostly with the U.S. Securities and Exchange Commission–working my way through the retail and private fund investment adviser world. I worked hard, excelled, and eventually reached the height of my profession, advising some of the world’s most prominent private fund advisers in private practice while at a top law firm, Schulte Roth & Zabel. By all external measures, I had “made it.”
And yet, even at the top, something felt off. Despite the prestige, the accolades, and the financial rewards, my heart was still unsettled. It was still pulled toward helping people find peace with their own finances. Toward helping others live simpler, freer, more purpose-filled lives. Eventually, I realized that success without alignment had left me feeling unfulfilled. The call I once ignored — to guide others toward financial peace and purpose — had never truly gone away. It had simply been waiting for me to summon the courage to answer it.
That’s when I realized what my journey had really been about all along. It wasn’t about climbing. It was about connecting — with people, their stories, their fears, and their hopes. I witnessed a consistent truth: income and access don’t guarantee financial wellness. Even the most accomplished professionals often struggle to align their financial decisions with their deeper values, priorities, and purpose.
So, I did something radical. I walked away. From the big firm. From the title. From the salary. From the comfort and predictability of my career. I chose to start over — not from nothing, but from conviction. Because my years of wise stewardship gave me the freedom to pursue my purpose. And that’s what I now help others do.
That’s how SimpliFi Wealth was born. Here, we believe real financial success isn’t found in complexity — it’s found in clarity, confidence, and purpose. Money should work for you — not the other way around. It should be a source of peace, not pressure.
We help clients transform their relationship with money by simplifying their financial lives, aligning their money with what truly matters, and equipping them with the financial skills necessary tocreate the kind of wealth that lasts — not just in assets, but in legacy, generosity, joy, financial peace, and a life rooted in purpose.