Meet the Team

Jason J. Hamilton, CFP®, CRPC®, CBDA

Jason J. Hamilton, CFP®, CRPC®, CBDA is the founder of Keep It Simple Financial Planning. As a CERTIFIED FINANCIAL PLANNER® professional and Performance Neuroscience Coach, Jason integrates flow science with wealth management principles to help clients optimize their financial potential and transform their relationship with wealth.

  • Jeanette, our dedicated Operations Coordinator at Keep It Simple Financial Planning, is here to guide you every step of the way. From a seamless onboarding process to providing ongoing support, she will be your trusted partner throughout your financial journey. With her expertise and commitment to your success, Jeanette ensures that your experience with us remains simple, efficient, and tailored to your unique needs.

  • Lillian Turner, CFP®, CSLP®, RLP® is our Cashflow Coach here at Keep It Simple Financial Planning. She has a deep passion for helping others align their money with what matters most. Lillian is a CERTIFIED FINANCIAL PLANNER®, a Registered Life Planner®, and a Certified Student Loan Specialist. While she currently resides in Scottsdale, Arizona, Lillian is a Midwest girl at heart!

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  • Media Manager