SIMPLIFY WEALTH

Focused on You, Making Things Happen, to Simplify Your Wealth

612-418-5966

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SERVICE OFFERINGS



Simplify Wealth offers a suite of services to lift burdens and solve problems, giving our clients time and life freedom.

PERSONAL WEALTH CFO

Simplify Wealth's Personal Wealth CFO service helps clients manage the complexities of their wealth. We act as our clients’ family office, proactively managing the details of their financial lives, giving them more time for other priorities and things they enjoy. We build and maintain effective processes to ensure smooth operations, even during life transitions such as death, divorce or sale of a business.

  • * Private Investment Coordination and Tracking
  • * Bookkeeping and Bill Pay
  • * Cash Flow Management and Planning
  • * Tax Return Coordination
  • * Coordination of Professional Advisors
  • * Estate Planning Coordination
  • * Risk Management and Insurance Coordination
  • * Private Foundation Administration
  • * Family Education and Legacy Planning
  • * State Residency Documentation Tracking
  • * Trust Administration and Accounting
  • * Management of Valuable Assets
  • * Estate and Trust Settlement

WEALTH CONCIERGE

Simplify Wealth provides Wealth Concierge Services for clients who seek assistance in managing their finances and their household, due to aging, lifestyle or health reasons. We work one-on-one with our clients to understand their needs and develop customized solutions to assist with a wide variety of personal and household tasks.

  • * Bill Pay and Cash Management
  • * Tax Document Organization
  • * Mail and Paperwork Organization
  • * Vendor Management
  • * Household Payroll Management
  • * Financial Record Keeping
  • * Aging Services and Health Care Coordination
  • * Charitable Gift Coordination
  • * Personal Shopping and Errands
  • * Home Downsizing and Moving Coordination

OUTSOURCED BUSINESS SUPPORT

Simplify Wealth’s Outsourced Business Support helps business owners ensure that the finance and operations functions of their company are running smoothly and effectively. We allow the business owner to focus on their priorities as CEO, while we manage the details. Whether we are needed on an ongoing basis or during a transition, we assess processes, recommend improvements and implement solutions.

  • * Fractional CFO – Chief Financial Officer
  • * Fractional COO – Chief Operating Officer
  • * Business Plan Implementation
  • * Internal Controls - Review and Development
  • * Operational Processes - Implementation and Ongoing Coordination
  • * Accounting Processes - Setup, Maintenance and Oversight
  • * Management of Key Vendor Relationships
  • * Transaction Coordination and Due Diligence
  • * Finance and Operations Transition Consulting

MEET THE TEAM

SIMPLIFY WEALTH PROVIDES A UNIQUE SERVICE THAT ADDRESSES A MISSING COMPONENT IN COORDINATING AND SIMPLIFYING WEALTH.

Angela Alvig
Katie Danielson
Shelley Nelson
Gretchen Johnston
Rose Jaeb-MacLean
Carolynn Kiewatt
Brent Scheetz
Tonja Sahaydak
Jackie Alexander
Heidi Schmitz
Tonja Sahaydak
Tonja Sahaydak

FOCUS

Family Office

Simplify Wealth provides focused, independent, "family office" services. When you engage Simplify Wealth, expect to gain the benefits of an independent dedicated advisor, focused on your personal situation.

PASSION

Results-Oriented

We are passionate, results-oriented financial professionals with a unique combination of technical expertise, interpersonal skills, and a proactive, "make things happen" approach.

EXPERIENCE

Partnerships

We develop tax and estate planning strategies for our clients, and successfully implement those strategies by cultivating meaningful partnerships with our clients' professional advisors.

Efficiency

Coordinates

Simplify Wealth takes on the role of Family or Personal CFO. We are not your accountant, tax preparer, attorney, financial planner, nor investment broker. Rather, we are the glue that streamlines, focuses and facilitates the work of professional advisors.

How We Work with Advisors

We partner with our clients' professional advisors. We do not compete with, nor replace, any advisors' services. We help streamline the flow of information from clients to their professional advisors, allowing advisors to spend more time focusing on their areas of technical expertise and less time chasing down information from clients. Simplify Wealth's services complement the professional advisors that our clients are already working with, or we can assist in the selection of advisors they need. By working closely with advisors, we ensure that recommended strategies align with client goals. We then proactively manage the execution of those strategies. Our collaborative approach has been proven to not only save income and estate taxes, but also produce efficiencies in implementation, better results and lower professional advisor fees.

HOW WE WORK WITH CLIENTS

We take a personal interest in working as a trusted advisor, helping to simplify wealth matters. We take time to understand goals, pain points, and family dynamics. We have the experience and expertise required to properly assess wealth planning strategies currently in place, and confirm effectiveness or recommend improvements. We have the energy, drive, organizational skills, and client service focus necessary to manage the execution and ongoing maintenance of these strategies, removing the burden from you.
We provide our Simplify Wealth services to only a small number of clients, to ensure the hands-on, focused attention that complex wealth requires. We are dedicated to making the complex wealth management process a simple, painless, and successful experience for you.

branding

PERSONAL

We take a personal interest in working with you, as your trusted advisor, helping you simplify your wealth matters. We will take the time to understand your goals, pain points, and family dynamics.

motion

goals

We have the expertise to clarify your goals, assess what you have today, help you understand it, and then bring the best solutions to the table.

print

proactive

We have the energy, drive, organizational skills, and client service focus to implement your wealth strategies. We then proactively manage these strategies, removing the burden from you.

Web

Painless

We provide our Simplify Wealth services to only a small number of clients, to ensure that you receive the hands-on, focused attention that your complex wealth requires. We are dedicated to making your wealth management experience simple, painless, and successful.

How Simplify Wealth Can Help You

Regardless of the service you require, Simplify Wealth will help you achieve the following

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Gain a clear picture of what you have and the legacy you wish to leave

Clarity
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Develop comfort with financial decision making, enabling you to spend less time gathering information and more time making important decisions

Comfort
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Receive guidance from a knowledgeable, independent resource

Neutrality
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Enjoy the benefit of coordinated and proactive efforts from professional advisors

Coordination
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Gain the benefit of well-planned and facilitated family and advisor meetings, ensuring focus and efficiency

Focused Meetings
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Gain the peace of mind that comes from knowing that your family is taken care of

Peace of Mind
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Free yourself from the burden of financial paperwork. Gain more time for the things you love.

Independent
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Spend less time managing personal financial matters and more time enjoying life

Redirect your focus
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Successfully navigate the family wealth transfer process, ensuring that strategic ideas become reality

Wealth transitions

GET IN TOUCH

Have Questions?
612-418-5966
Minneapolis, Minnesota


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