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.
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.
Industry jargon can often be anything but simple. We promise to help keep the process, recommendations and education easy to understand.
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.
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.
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 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.
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.
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.
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.
Beyond the 1st year planning engagement, continue partnering with us for on-demand advisor access and accountability to achieve your long-term goals.
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.
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).
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.