Financially Healthy, Simply Wealthy. Book a Meeting Today!
At Simply Wealthy, we are dedicated to helping our clients achieve financial success and peace of mind. Our team of certified financial planners, mutual fund advisors, and life and health insurance advisors work together to provide comprehensive financial planning services tailored to each client's unique needs and goals.
Our Mission
Our mission is to establish long-term, high-trust client relationships by helping our clients make smart choices about their money. We take the time to understand our clients' values and goals, and then build financial plans that provide a blueprint for achieving financial success. Our financial plans may include investments, insurance strategies, and other financial solutions designed to help our clients achieve their objectives.
Our Services
We offer a range of financial planning services, including:
- Cash Flow and Investment Planning: We help our clients create a personalized investment strategy that aligns with their financial goals and risk tolerance.
- Life, Health, and Travel Insurance Planning: We provide expert advice on insurance products that help our clients protect themselves and their loved ones from unexpected events.
- Retirement and Estate Planning: We help our clients plan for a secure retirement and create a lasting legacy for their loved ones.
- Group Health and Savings Plans: We offer customized group benefits plans for businesses, designed to attract and retain top talent.
- Meeting-Free Investing: We offer a convenient, technology-driven investment solution for clients who prefer a more streamlined approach.
Our Team
Our team of experienced financial professionals is dedicated to providing exceptional service and personalized attention to each client. Our team includes Judy Schrempf, Certified Financial Planner and Mutual Fund Advisor; Ellie Orsten, Group Benefits Advisor and Life and Health Insurance Advisor; Lacey Klassen, Certified Financial Planner and Mutual Fund Advisor; and Eva Klassen, Licensed Assistant.
What Our Clients Say
Don't just take our word for it! Our clients have praised our team for their expertise, professionalism, and personalized service. Read our testimonials to see what our clients have to say about their experience with us.
How We Work
Our process is designed to be straightforward and convenient. We begin with an informational meeting to get to know you and understand your financial goals. Next, we ask you to gather some information to help us build a personalized financial plan. Finally, we propose a plan and execute it upon your approval, with regular check-ins to ensure you're on track to achieving your financial objectives.
Exceptional Customer Service
The reviewers who left five-star ratings were impressed with the exceptional customer service provided by the team at Financial Health Associates. The agent Ellie Orsten stands out for her quick and friendly assistance, going above and beyond to ensure a positive experience for clients. The team's dedication to meeting individual needs, professionalism, and knowledge in their field have also been praised.
Professionalism and Expertise
The reviews highlight the professionalism and expertise of the team members, particularly Ellie Orsten and Judy Schrempf. Ellie's diligence, positive attitude, and smile have made a positive impact on clients, while Judy's knowledge in her field has been praised. The reviewers have mentioned that the team takes the time to explain complex information and answers many questions, making them feel confident in their decisions.
Benefits and Savings
Several reviewers have mentioned the benefits they gained from working with the company. Ellie was able to find a better insurance plan for one client, saving them $200 per month. Another client appreciated how the company helped them plan for their future and manage their debt effectively.
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