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Design your personal

Wealth-building strategy and then set it to autopilot.

Finally, mend the disconnect between your income and net worth.
>> Yes! I’m Ready!
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If you are ready to:

  • Create a system to measure and track your financial progress
  • Have the confidence in knowing you can achieve financial freedom exactly when you want to.
  • Maximize every dollar to increase your net worth and create ultimate financial freedom.
  • Be proactive in precisely managing your cash flow so you stop frivolously spending.
  • Overcome your insecurities and uncertainties about money that have been long ingrained in your psyche and get into alignment with your wealth.
  • Ditch the generic advice and create a personalized and automated plan for your income and goals.

Financial planning is a process, not a product.

Having a financial plan is one thing, but ensuring that it is proactive, fluid, and accurately monitored is another.

Having a long-term method of wisely managing your finances will free you to achieve your goals and dreams, while at the same time negotiating the financial barriers that inevitably arise in every stage of life.

Good planning ensures a smooth transition through life's financial phases such as career transitions, marriage, achieving financial independence, and retirement.

>> I'm ready to join!

You are making good money, but what do you have to show for it?

I know you, I was just like you.

You make a good living, you are great at what you do, and you generally want for nothing.

 

Come payday, you see your direct deposit and you are plotting your future purchases… that's what money is for anyways, right?

But ultimately, that nagging voice in your head reminds you that this is a dead-end way to handle your finances.

There is a huge disparity between your generous income and your overall net worth.

You make good money, but what do you have to show for it?

You KNOW you could be investing wiser, leveraging your assets, and setting yourself up to break the chains of the status quo and live life on your own terms.

These mental barriers are ingrained deep inside of us.

Growing up, many of us can remember hearing phrases like

  • “ we can’t afford that” 
  • “that's too expensive”,
  • or the classic, “Money doesn't grow on trees”.

Little did we know, this would affect our relationship with money and build a mindset of financial scarcity for the rest of our lives.


 

Imagine how it would feel to...

  • Put every dollar to work for your goals.
  • Have a complete financial system on autopilot - fully automate your financial plan and know exactly what to do with every dollar. 
  • Have the confidence to make financial investments that you know will inch you closer to your life of abundance and freedom.
  • Establish a foundation of well-defined, written financial goals.
  • Optimize your mind and body to get in the flow and achieve. 
  • Go deep into your mind and psyche to uncover the “why” behind your finances.
  • Free up the time you spend thinking (overthinking) about your finances to truly work on your passions and give your gifts to the world.
  • FINALLY feel in alignment with your finances.
>> I'm ready to join!

INTRODUCING

 Keep It Simple Wealth Academy

An 8-week course designed for high-performance individuals to transform their relationship with money. Get the guidance you need to live in abundance and serve the world with your gift.

YES, THIS IS EXACTLY WHAT I NEED!

Ready to change your life & build your legacy?

YES, SIGN ME UP!

LET'S DIG INTO THE DETAILS

Here's how it all works...

FOUNDATIONS

In these sessions, we'll dig deep into where you are and where you want to go on your wealth-building journey. 

We'll help you identify perceived limitations to wealth-building, squash your limiting beliefs, and build a bulletproof mindset for long-term financial success. 

CASH FLOW MASTERY

In these sessions, we will help you determine your most powerful wealth-building tool: unallocated income. 

Once we have a crystal clear map of your cash flow, we'll now be ready to give each dollar a mission like soldiers in your personal army and send them into battle with one mission...building wealth for you and your legacy. 

 

SUPER SAVING AND FINANCIAL SCIENCE

In these sessions, you will create and identify your financial goals and set up a 'foolproof' strategy that will have you building your net worth faster than you can say Warren Buffet!

 

THE AUTOMATIC MILLIONAIRE

In these sessions, we'll help you automate as much of your savings and investing strategy as possible. 

You are up to 19x more likely to achieve your financial goals by automating your savings. 

Nearly anyone can create a 7-figure net worth on autopilot!

DEATH AND TAXES

In these sessions, you'll learn the basics of understanding how to lower your taxes now and in the future, creating a basic estate plan, and protecting yourself and loved ones with proper insurance needs. 

 

CONSTRUCTING YOUR FINANCIAL F.O.R.T.R.E.S.S

In these sessions, we'll take everything we created in our previous modules and construct your financial F.O.R.T.R.E.S.S.

Once you have your financial F.O.R.T.R.E.S.S. you will be ready with your step-by-step gameplan to build generational wealth for you and your family's future. 

AND DON'T FORGET ABOUT THE BONUSES

You're also going to get access to:

BONUS #1 One-on-one Coaching Sessions with a CFP®

 Each Keep It Simple Wealth Academy student will get Two 1:1 coaching sessions with a Certified Financial Planner™

Value = $800

BONUS #2 Private Community

 Each participant will get access to a "clients only" private Facebook community

Value = $997

BONUS #3 Private “Client Only” Webinars

 To keep you up to date on the most important financial information, you will be invited to private "clients only" webinars and workshops

Value = $497

Ready to snag over $2,000 in bonuses?

YES, SIGN ME UP!

LET'S WRAP IT ALL UP

Here's what you get when you join

The Amazing Course Includes

Instant access to the complete 

Hamilton Wealth Building Course

(value = $997)

Lifetime updates

(value = $997)

Private invitation to the [Name of Group] FB Community

(value = $997)

Plus the Bonuses...

Bonus #1:

1-1 Coaching Sessions

(value = $997)

Bonus #2: Exclusive Access to private “Client Only” Webinars

(value = $997)

When you add that all up, it comes out to a value of <$xxx>,

but you can enroll today for a special investment of $10,000.

BEST VALUE

$5,000

One Payment

>> ENROLL NOW

LOW MONTHLY

$297/m

6 Monthly Payments

>> ENROLL NOW

LET'S WRAP IT ALL UP

Here's what you get when you join

The Amazing Course Includes

Instant access to:

Keep It Simple Wealth Academy

(value = $5,000)

Lifetime

Keep It Simple Wealth Academy

updates

(value = $1,000)

Private Facebook Community

(value = $2,000)

Plus the Bonuses...

Bonus #1: 1-1 Coaching Sessions

An exclusive opportunity to meet directly with a Certified Financial Planner™ and set up a personalized roadmap as you dive into the Keep It Simple Wealth Academy.

(value =$1,000)

Bonus #2: Private 

Community

Each participant will get access to a "clients only" private Facebook community

Value = $1,000

BONUS #3: Private “Client Only” Webinars

To keep you up to date on the most important financial information, you will be invited to private "clients only" webinars and workshops

Value = $1,000

When you add that all up, it comes out to a value of $11,000,

but you can enroll today for a special investment of $5,000.

BEST VALUE

$5,000

One Payment

>> ENROLL NOW

PAYMENT PLAN

$3,000

2 Payments

>> ENROLL NOW
MEET YOUR GUIDE

Hey there, I’m Jason

I am a  CFP®, CRPC® is a Certified Financial Planner™ and Chartered Retirement Planning Counselor™ who helps high-income professionals and high-net-worth investors create alignment with their abundance so they can live in flow with their wealth and serve their purpose. After coaching clients on their finances for over a decade and six years as a registered investment advisor, I know what helps clients go from chaos to serenity with their finances. 

As a Certified Financial Planner™, I also bring the technical expertise, education, experience, and ethics requirements investors are looking for to help them achieve their goals, optimize their investments, and keep more of their income and investment returns.

I am the founder of Keep It Simple Financial Planning, a fee-only registered investment advisor, managing over $40 million in assets for his clients, and am the Head of Family Financial Coaching at my family's nonprofit IDEAL, a community development corporation, located in East Los Angeles. 

I hold a graduate certification in Personal Financial Planning from UCLA and a Certificate in Blockchain and Digital Assets® from the New York Institute of Finance and Digital Assets Council of Financial Professionals.

100% MONEY-BACK GUARANTEE

You're covered by our guarantee.

Payment Options

BEST VALUE

$5,000

One Payment

>> BUY NOW

PAYMENT PLAN

$3,000

2 Payments

>> BUY NOW

Questions?