Simplifiu

About Us

Simplifiu's mission is to help people simplify their financial lives through financial coaching, enabling people to live life on their own terms. Unlike a financial advisor, I don’t give investment advice, and unlike a tax advisor or CPA, I don’t give tax advice. What I do is help clients navigate their day-to-day money management, whether that be managing their cash flow and budgeting, paying down debt, improving their credit score, or increasing their savings rate to help save for a financial goal. Maybe you are someone who makes decent money but feels like you are still living paycheck to paycheck, lifestyle creep has had a grip on you, and you are frustrated by this. I can help guide you to a better place financially.

I also offer financial wellness seminars to small businesses as a unique benefit for their employees. Employees receive some financial literacy education and have access to a money coach, and this leads to a happier and more productive employee.

Lastly, I offer an online self-paced course entitled ''Money Basics'' (courses.simplifiu.com) which provides some financial wellness and financial literacy education, including exercises for the student to apply what they have learned to their own personal finances. This is perfect for a recent high school or college graduate who is starting their career and navigating personal finance on their own for the first time. The course is a perfect graduation gift!