If you are ready to:
If so, then welcome to
Keep It Simple Wealth Academy..
Keep It Simple Wealth Academy is designed for high-performance first-generation wealth accumulators.
We help clients transform their relationship with money so they can become powerful wealth builders, create financial freedom, and live in flow with their purpose.
Our ultimate mission is to help our clients get into alignment with their wealth so they can serve the world with their unique gifts.
Does This Sound Like You?
Do you feel like you make enough money to save and invest but for some reason, it never happens?
Was the concept of investing or becoming an investor completely foreign in the environment you grew up in?
Do you see other people living the type of life you want and you just have no idea how they're doing it financially?
Are you working WAY too hard to end up with the current results you are getting?
Do you secretly feel embarrassed about your financial situation?
Does it sometimes feel like there's some sort of invisible block to growing your net worth but you can't put your finger on it?
Well..the good news is we've probably seen it all before and believe we can help committed and coachable individuals eliminate these blocks and reach their full financial potential.
In our opinion, too many talented and amazing humans are stuck like a rat on a wheel with their finances because they never learned how to properly manage their wealth.
Most people live in scarcity and fear with their finances due to lifelong subliminal programming so they never make financial progress.
Not only that, but we are in the beginning stages of a massive shift in the financial system.
Scarcity beliefs, financial illiteracy, lack of direction, and false assumptions about investing are prevalent in our society.
It's nearly impossible to get into alignment with wealth if you have one or more of these "diseases."
The reality is, there is more than enough abundance for everyone..but few are willing to do the work to unlock their pathway to wealth.
What about you?
Are you willing to do the work?
>> Get Started
"The reality is, there is more than enough abundance for everyone..but few are willing to do the work to unlock their pathway to wealth."
I know you, I was just like you.
You make good income, you are great at what you do, and you generally are able to afford what you want.
But, for some reason, your net worth does not grow.
In case you aren't familiar with the term "net worth," the formula is Assets - Liabilities = Net Worth.
Net worth is how much actual wealth you own.
According to Forbes.com, the average wealth for someone younger than 35 is $76,340.
If you are between 35-44 it's $437,770.
Do you fall somewhere in these ranges?
No? Well..the clock is ticking!
One of the biggest factors to creating a 7-figure net worth (the technical definition of a millionaire) by retirement age is time.
The closer to retirement age you are, the less time you have.
What if you don't want to wait until "retirement age" to become a millionaire?
Well..then time is ever more important!
Most people get paid every two weeks, spend what they want, and hope something is left over to save and invest for the future.
For the average worker, there usually isn't much of anything left.
Not only that, many Americans will sabotage themselves further by putting frivolous expenses on a credit card putting themselves even further behind.
This is called the financial death spiral.
What about those who have achieved at least an average amount of wealth for their age?
Were they just "lucky"?
Maybe..but that is a small minority of the wealthy.
According to the largest studies of millionaires conducted:
80% of millionaires did NOT inherit their wealth.
If 4 out of 5 millionaires created their wealth within one generation, why can't you do the same?
The truth is you can.
If you're willing to do the work.
Most people fail for one of two reasons: they either don't know how to create a plan for wealth building, or they don't believe they can become wealthy so they don't even try.
Which one are you?
If you're the former..then we can help.
But ultimately, it's up to you.
"The price of greatness is responsibility."-Winston Churchill
If you want to achieve greatness with your finances, it is going to take responsibility.
Even being comfortable is a challenge in today's world.
The middle-class is quickly evaporating.
Very soon we will have no middle-class..only poor and wealthy.
We believe becoming wealthy is simple..but not easy.
If you're someone that is ready to start or accelerate your wealth-building journey with the help of experts, we would love to speak with you.
When you're ready, book your complimentary wealth strategy call below.
>> Book A Call
Keep It Simple Wealth Academy
Ready to change your life & build your legacy?
LET'S DIG INTO THE DETAILS
Here's how it all works...
We're going to work with you side-by-side to help you become a powerful wealth manager through a combination of educational content, weekly group coaching, and individual coaching sessions over the course of 8 weeks.
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, replace your limiting beliefs with and empowering vision of your financial future, and help you find harmony and alignment with your finances.
Once you begin to connect with the frequency of wealth and find alignment with the energy of money, your wealth will flow with ease.
CASH FLOW MASTERY
In these sessions, we will help you master your most powerful wealth-building tool: your unallocated income.
It's great to have an understanding of the frequency of wealth and the energy of money, but without tactical application, making financial progress may fall flat.
Once we have a crystal clear map of your cash flow, we'll now be ready to give each dollar a mission and direct your flows toward the goals most important to you.
Like soldiers in your personal army, each dollar will have a mission...building wealth for you and your legacy.
Achieving cash flow mastery is akin to financial zen.
SUPER SAVING AND FINANCIAL SCIENCE
Saving is good. But saving to invest is better.
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!
You will also learn everything you need to know about investing to create generational wealth even if you've never invested before.
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.
The more we can automate, the more you can focus on using your time to develop your gifts.
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.
You will have the opportunity to create a basic estate plan, and learn how to protect 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 complete, you will be ready with your step-by-step game plan to build generational wealth for you and/or 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 2 coaching sessions with a Certified Financial Planner™
Value = $800
BONUS #2 Private Community
Each participant will get access to a "clients only" private 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
Jason J. Hamilton, CFP®, CRPC® is a Certified Financial Planner™ and Chartered Retirement Planning Counselor® who helps high-performance 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 over six years as a registered investment advisor, he knows what helps clients go from chaos to serenity with their finances.
As a Certified Financial Planner™, he also brings the technical expertise, education, experience, and ethics requirements investors are looking for to help them achieve their goals, lower their taxes, and optimize their income and investment returns.
Along with Keep It Simple Wealth Academy, Jason is the founder of Keep It Simple Financial Planning, an award-winning wealth management firm. KISFP is a fee-only registered investment advisor, managing over $40 million in assets for his clients.
He is also the Head of Family Financial Coaching at his family's nonprofit IDEAL, a community development corporation, located in East Los Angeles.
Jason completed his undergraduate education at UC Irvine and holds 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.