-
May 2022 by Andee McKenzie
Jared is incredibly thoughtful in his approach with his clients. I recently went through a career transition in which I sought Jared's services to help navigate the complexities around finances as a freelance photographer. Jared gave me honest feedback on the best next steps to take and the advice was perfectly tailored to my short term and long term financial goals. Jared's communication style makes you feel like you are having a casual conversation with an old friend. He untangles every anxiety you have in your mind about your financial situation with ease. His overall demeanor, presentation, knowledge, and skill level make himself and his business unmatched by anyone I've ever worked with in a similar field. I look forward to continue to work with Simplicity Financial in the future!
-
May 2022 by Derek Board
Jared has been great with helping me understand my finances much better and planning for the future. Things that were complicated were made simple, with the holistic approach the Jared takes. I am very thankful with how flexible and comprehensive his services are. 5 stars would highly recommend.
-
May 2022 by Kristen Board
Jared is fantastic. I am very inept at financial concepts and he explains things in very simple layman's terms. He ensured that I understood all of the concepts and helped me to create reasonable and attainable goals for my financial future. He is very accommodating and even makes budgeting fun! He treats you like family!
-
May 2022 by Jonathan Rooney
Jared is friendly, professional, and knowledgeable in personal finance, business finance, and comprehensive financial planning. I would highly recommend hiring Jared as your financial planner!
-
November 2021 by Andrea Gosnell
Jared is incredibly thoughtful in his approach with his clients. I recently went through a career transition in which I sought Jared's services to help navigate the complexities around finances as a freelance photographer. Jared gave me honest feedback on the best next steps to take and the advice was perfectly tailored to my short term and long term financial goals. Jared's communication style makes you feel like you are having a casual conversation with an old friend. He untangles every anxiety you have in your mind about your financial situation with ease. His overall demeanor, presentation, knowledge, and skill level make himself and his business unmatched by anyone I've ever worked with in a similar field. I look forward to continue to work with Simplicity Financial in the future!
-
May 2021 by Matt Cerra
I have been working with Jared and Simplicity Financial for about 2 years now. We started by working on my personal finances and then added in my business finances. Jared has helped me create some new systems within my business to help bridge the gap between it just being a source of income and it actually making a profit. I have turned everything over to Simplicity Financial, personal and business, and couldn't be happier with the services that are provided. Jared's approach is unique and flexible to what you need. I highly recommend their services no matter how big or small your goals are.