Simplicit Financial
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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 windshield, not by looking in the rear view mirror. We want to enjoy life. We want to know where we are going, the stops along the way and that our journey can be fun, filled with joy and smooth. After all, if the destination is unknown and you haven't planned for some fun stops along the way, your journey could take you across a few rough roads (but hopefully no 'dead-ends'). WHAT YOU WILL HAVE TO DO:
Be frank with us and let us 'walk with you' to be your guide. You'll need to:
1 - Understand where you are.
2 - Understand where you and your family want to go.
3 - Work along with us to evaluate the alternatives and select what YOU want so that you are living a successful, enjoyable journey. We are your Coach, your Guide, your Sherpa. We look forward to meeting to see if we can create value for you.
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!
Click here to claim your Sponsored Listing.
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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 |