About Us - SimpliFi

Personal Finance.
Made Simple.

SimpliFi is a group of personal finance coaches offering clear strategies and educational tools. Our goal is to assist community members in achieving their personal finance objectives.

Our Services

Personal Finance Coaching & Planning

SimpliFi makes financial planning straightforward. SimpliFi coaches work with you individually to create a tailored plan based on your financial needs and goals.

SimpliFi Learning & Education Academy

The SimpliFi Learning & Education Academy offers a wide range of learning options. You can access online courses anytime, attend webinars, and receive guidance from experts in the field.

Credit Repair & Credit Monitoring

SimpliFi’s financial coaches simplify the credit repair process. Through personalized coaching, we offer clear credit repair solutions along with credit monitoring and identity theft protection.

Business Coaching & Planning

SimpliFi coaches can assist you in creating strategic business plans and offer real-time support and training. Work with our coaches to update your business plans, explore funding options, and much more.

Home Loan & Mortgage Planning

SimpliFi’s financial coaches have extensive experience in the mortgage field. Our experts specialize in various types of loans, including Conventional, FHA, VA, USDA, and home equity lines of credit (HELOCs).

Career Coaching & Resume Writing

SimpliFi offers a fresh way to enhance your career. By using our professional resume writing service (including ATS keyword scanning), you can save time and boost your chances of landing interviews with potential employers.

Our Mission

We provide clear personal finance education and practical strategies to improve the lives of everyday people and strengthen our community. Our focus is on helping individuals achieve important financial goals. We aim to level the economic playing field by offering financial education to everyone, particularly those from underrepresented groups. We advocate for a fair financial system that serves all. Our success is reflected in the real achievements of our clients and the positive effects on the community.

Proven Experience.
Results Oriented.

Proven Experience To Help You Accomplish Your Goals:

With more than 20 years of experience, our skilled team offers a range of financial services. We provide personal finance coaching, educational resources, credit repair and monitoring, business coaching, home loan planning, and career coaching with resume writing support. The SimpliFi team is dedicated to enhancing your financial profile.

High Quality Customer Service - Your Success is Our Success:

Our clients are more than just numbers. Your financial success is our top goal. We invest time in getting to know you and your unique financial goals. We assess your financial needs carefully, listening closely to provide excellent service. Your success with personal finance matters to us. That’s why we act with integrity and a strong sense of urgency.

SimpliFi has worked with 5,000+ small businesses, individuals, and families.

You are in good company. Individuals and community members from all walks of life use SimpliFi for their personal finance and business development needs. SimpliFi Coaches take the time to understand you and your financial goals. We focus on straightforward financial planning, maintain high integrity, and provide excellent customer service. Our Coaches strive to ease your financial planning stress.

Download Free Business eBooks

For a limited time, you can download SimpliFi’s eBook Credit Mindset: Unlocking Your Financial Future: DIY Credit Repair Strategies (FREE).

Personal Finance. Made Simple.