Simplicit Financial
Share
Creating Financial Peace of Mind "Money is a good thing, unfortunately it doesn't come with instructions". Our goal, to Create Financial Peace of Mind.
WHO WE WORK WITH:
Successful business owners of privately held companies and CPAs that want to make a positive impact in this lifetime. The people we choose to work with are those that know, each day, the number of families their decisions affect. They want to improve the lives of others. HOW DO WE WORK? We start by creating a roadmap. Life is a journey and we need to 'drive' looking through the w
02/04/2026
🚀 Small business owners: Want to give your team real health & wellness benefits without the massive price tag of traditional group health insurance?
You don’t need a huge budget to show your people you care.
With Kingston Advantage Wellness Benefits, your 10–50 person team gets:
🌟 FREE unlimited telehealth visits (you, family, even pets!) – 24/7 virtual care, $0 copay
🌟 Unlimited mental health support – licensed pros, no copay
🌟 1,100+ common prescriptions at $0 (plus help on pricey specialty meds)
🌟 Identity theft protection + legal consultations + accident cash benefits
🌟 One simple app with AI health coach, rewards, wearables integration & more
All with no huge premiums, easy setup, and real value that helps attract & retain great talent – even when traditional insurance feels out of reach.
Your employees stay healthier and happier. Your payroll stays sane. Win-win.
DM me or comment “BENEFITS” if you’d like a quick chat about how this could fit your team (I’m Kate Seastone and happy to share more details!).
[note - this is not a major medical plan benefit]
12/16/2020
Honored to be a guest on Matt Francesco's "Your Business Your Life" Podcast. Matt is a phenomenal 'concierge' advisor focused on the privately held automotive repair shop business owner. I've truly enjoyed knowing and working with Matt over the years. Check out his Podcast here.
Episode 22 – Advanced Business Planning Strategies – with Guest Kate Seastone | Your Business Your Life Episode 22 – Advanced Business Planning Strategies – with Guest Kate Seastone December 16, 2020Finance, Finances, Financial, Financial Industry, Uncategorizedbusiness philosophy, business planning strategies, community, DiFrancesco Virtual Office, Family Business, financial, financial planning, ...
11/23/2020
THANK YOU to the many supporters of our annual Toy Drive and Thanksgiving Pie event!
We surpassed our goal of collecting Christmas toys for over 100 kids - a shout out to the Creighton Foundation and all of the great work they do in Phoenix!
Thank you to the many supporters of our annual Toy Drive and Thanksgiving Pie event!
10/22/2019
I read an interesting post published by "Wealth Management" in regards to retirement planning. Something I hadn’t thought about but definitely an eye-opener for us all to consider.
“Finding caregivers for an aging population may be just as challenging as finding a method to pay for said care.”
So will this mean that the law of supply and demand will impact care-giving and that you need to be prepared to pay a bit more? I am not sure but it is a basic fundamental principle of economics – shorter supply, higher cost. Definitely something to 'Think About'.
Check out the September 17th "Wealth Management" article to read more. I look forward to hearing what you think.
Click here to claim your Sponsored Listing.
Category
Contact the business
Address
2390 E. Camelback Road Suite 130
Phoenix, AZ
85016
Opening Hours
| Monday | 8:30am - 5pm |
| Tuesday | 8:30am - 5pm |
| Wednesday | 8:30am - 5pm |
| Thursday | 8:30am - 5pm |
| Friday | 8:30am - 5pm |