This fall I am thrilled to mark the fifth anniversary of Simple Wealth Planning. Five years ago, I left employment to establish a solo, fee-only advisory practice. This firm would be modeled on the vision of delivering financial planning services and investment management based on how I manage my own money, founded on the principle of having “skin in the game.” Five years later, with a growing base of dedicated clients, and 3+ more kids in the Flattery house (baby #4 en route), I am bullish as ever on the future of Simple Wealth.
As I pause to reflect on the journey over the past five years, a few milestones and achievements come to mind, including:
Most importantly, I am filled with gratitude for the continued support of the clients of the firm. While I don’t track *official* retention metrics, I can count the number on one hand of those families who have not stuck with Simple Wealth Planning since inception. It means a lot.
In a stride toward enhancing a client-centric approach, I am pleased to announce the new Simple Wealth Planning office in North Kansas City. This physical space embodies what has been present for years, but now said out loud. That is, I am available in-person or virtual, for the purpose of making best use of technology AND real world interaction. Whether you prefer the convenience of mobile account opening in rural North Carolina, or want to attend our fall client meetings right here at 1520 Clay Street, I will meet you where you are at. Simple Wealth serves families in Kansas City and around the country.
Clients need only click here to schedule an appointment on the firm’s website.
In closing, as I celebrate five years of Simple Wealth, I am excited about being in the “real world” again. COVID is in our rearview mirror, after all. While there are advantages to digital convenience, (of which I still desire to exploit), there is still good reason to live in the physical realm. Let’s meet up soon.
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Andy Flattery is a CERTIFIED FINANCIAL PLANNER™ and Owner of Simple Wealth Planning. He serves young and affluent families that are working to lower their time preference and achieve financial sovereignty. Flattery is the host of The Reformed Financial Advisor Podcast, where he relates stories in Kansas City history to pivotal themes in personal finance. When he’s not helping individuals build wealth, you can catch him playing rec sports, reading Austrian economists, and spending time with his wife and three children.
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