Company Performance Metrics
Simply Human Advisors provides fee-based financial planning and investment management for individuals and families, with a focus on major life transitions such as retirement, divorce, business sales, and widowhood. The firm designs and implements investment portfolios and charges an assets-under-management fee on the accounts it manages. It offers
ongoing planning that addresses taxes, income needs, charitable giving, and estate-related strategies, using simple visuals and conversation rather than technical jargon. Simply Human Advisors meets with clients regularly to review their situation, adjust plans, and answer questions about spending levels and financial tradeoffs. The practice is built to involve both partners in financial conversations when applicable and to coordinate with outside professionals such as CPAs where needed. Clients typically engage the firm through an introductory meeting and then continue in an ongoing advisory relationship.
