Helping the next generation plan for the future.

Who We Are

Simplifynance came to life in 2018, but goes back to the start of Horizon Financial Group, a Baton Rouge firm helping clients plan since 1991. At Simplifynance, we’ve taken something old, put a new twist on it and created a simpler way for the next generation of clients to plan for the future. We offer advice and education on what matters most in your life TODAY, all delivered in a flexible way.

Our Beliefs

In order to plan long-term, its essential to have a firm grasp on today. Financial planning begins with getting organized..and we can help with that. We also believe  planning should be fun! After all, if what you’re planning for is something AWESOME, shouldn’t the journey on the way there be great too?! We believe it should.

Our Commitment

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Simple

Industry jargon can often be anything but simple. We promise to help keep the process, recommendations and education easy to understand. 

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Honest

Sometimes the truth is hard, but what good is advice that makes you feel good without doing good? In everything we do, honesty is our top priority.

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About You

You’ve worked hard to get here. You deserve conversations that aren’t steered towards a product shelf. We will build and monitor a plan that is only focused on one thing: YOU.

yOur Process

simplifynance is a process that empowers.

Starting a family and counting the cost? Balancing debt payments with investing for retirement and wondering if you’re doing it right?  We’re here to help you figure it out.

LEARN SOMETHING NEW TODAY.

Learn how we define financial planning. We'll get to know you better too! We’ll discuss what’s prevalent in your life today and determine if we're suited to help answer the questions you have.

Our Service
  • 1-time 30 min Advisor Web Meeting
  • Personal Financial Website Demo
  • Sample Financial Plan Showcase
You'll Receive
  • Simplifynance Data Organizer
  • Simplifynance Discovery Letter
  • Advisor Email Recap

DISCUSS YOUR PAST AND ORGANIZE THE PRESENT

Bring all of your household finances into a single picture. We'll identify current strengths and benchmark what you’ve accomplished in the past as the start of a detailed financial plan. 

Our Service
  • Establish Online Access
  • Q1 Organization Wrap Up Call
  • Unlimited Phone & Email
You'll Receive
  • Personal Financial Website
  • Online Account Aggregation
  • Household Fact Summary Reporting
  • Risk Tolerance Assessment

Your blueprint for progress.

We'll set benchmarks, provide recommendations, and give you a prospoed timeline for your next steps. Your plan is as unique as you. Scroll down to check out common Plan Inclusions.

Our Service
  • Plan Delivery Web Meeting
  • 2 Quarterly Check-In Calls
  • Event Opportunities
  • Key Partner Referrals
  • Unlimited Phone & Email
You'll Receive
  • 20+ Page Financial Plan
  • Written Recommendations & Timelines
  • Online Goal Monitoring
  • Customized On-Demand Reporting
  • Account Alert Set-Ups

Turning saying into doing.

At Simplifynance, we separate planning and advise from implementation. Should you choose to take action based on our recommendations, you are not required to do so with us.

Other Services
  • Asset Management
  • Insurance Proposals
  • Business Valuations
Pricing
  • Based off service/product requested
  • Presented Upfront with Proposals

Support during life’s surprises.

Beyond the 1st year planning engagement, continue partnering with us for on-demand advisor access and accountability to achieve your long-term goals.

Our Service
  • Year-Round Advisor Access
  • Annual Plan Reviews
  • Investment Analysis
  • Goal Monitoring
You'll Receive
  • Annual Updated Plan
  • Continued Online Access
  • Continued Reporting

Your plan, customized

No one size fits all at Simplifynance. There are, however, common areas that most clients enjoy reviewing with an advisor. Check out what your plan could include below. There is no change in pricing based on what you'd like to plan for.

plan inclusions

Common topics, but completely customizable.
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Budgeting & Cash Flow
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Net Worth Tracker
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Debt Management
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Employer Benefits Review
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Education Funding
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Asset Allocation
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Insurance Review
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Goal Planning
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Retirement Analysis
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Asset Inheritance
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Tax Return Review
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Large Expense Planning
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Debt to Income Ratio
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Other, as requested
Schedule a call

get started with $500. it's that simple.

Step one is on us, so inquire at any time. There's no cost to do so!

When you're ready to start the planning process, we'll collect an Engagement Fee of $500.
The Engagement fee will be applied to your total 1st year planning fee of $1250.
We'll collect the remainder of your annual fee in 3 quarterly payments of $250, beginning in the 2nd quarter.

By partnering with us in years 2 and beyond, $250 will remain your quarterly fee ($1000 annually).

FAQS

Successful individuals ask questions.

We’re a company built on providing answers to big life questions. Here are a few questions you may be asking and answers that we hope bring clarity.

General Questions

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Technology We Use

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Planning & Advice

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