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  • Whether you are an entrepreneur seeking a smarter way to grow or an individual trying to balance saving for the future and living today, our proven simple program can set you on the right path to financial freedom today.

    Our Purpose is Simple:
    Your Success.

    Are you looking for someone to help you with finances, someone to look over your shoulder for that important financial decision, or just someone to point you in the right direction?

    We can help.
    • Your Goals

      Your plan starts with you and where you are today. After understanding your current financial reality, together we can create a roadmap that includes: Savings, Debt Elimination and Risk Management.

    • Our Process

      Simple processes and simple plans work! If together we develop a plan that YOU understand and control, the likelihood of your success dramatically increases.

    • Financial Freedom

      Financial freedom comes when you no longer have to worry about money. Creating a plan and being willing to do what it takes to stay with that plan leads to financial freedom.

    Wealth Made Simple Blog

    News and articles to help you along your path to building wealth.

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    • Divorce and Money Tips for Navigating New Terrain

      Divorce and Money Tips

      When you’re going through a divorce, everyone has advice, from friends to co-workers, relatives and, yes, even casual acquaintances. And usually they really are just trying to help. But when it comes to legal and financial decisions, it pays — literally — to make sure you’re getting the best advice possible. That’s why we recommend […]

    • Financial Power of Attorney: Do I Need One?

      financial power of attorney

      If you are over 18, chances are you need a financial power of attorney, especially if you have income or own real estate. It’s also particularly important if you have health problems. If you are over 18, chances are you need a financial power of attorney. Click To Tweet What Does a Power of Attorney […]

    • Meet Michelle Thompson, Attorney and New CFP, CTFA at IRC Wealth

      Michelle Thompson CFP CTFA

      Though coincidental, announcing our new Certified Financial Planner the day after Labor Day seems appropriate. Why? Because Michelle Thompson has had some interesting jobs, ranging from realtor to firefighter to lawyer. And now she’ll be sharing all this experience and more as she helps clients create financial plans and grow their wealth. Prior to becoming […]

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