Our Services

WE OFFER A HOLISTIC, STRATEGIC ANALYSIS, CUSTOMIZED TO YOUR UNIQUE SITUATION.
  1. Flexible, tax-free retirement savings plans
  2. Reduction of business debt in half in half the time
  3. Student loan debt elimination programs (loans over $100k)
  4. Strategies to substantially reduce, if not eliminate, taxable income
  5. Wealth building strategies to protect against market losses
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We Specialize In

Tax Strategies
Debt Elimination
Cash Flow
Protection
Estate Planning
Medical Bills
Business Succession Planning
Retirement Readiness

At The Simple Money Project, we know that building wealth and keeping your hard-earned cash is essential to building wealth. To do that, you need a holistic money plan with a tax reduction and debt elimination strategy. The problem is most financial professionals and tax advisors don’t provide you with the level of strategic thinking you’re looking for, which results in the frustration of paying too much in tax, being burdened by debt, and not able to create wealth as you want.

We understand your frustration, and we believe there are solutions to reduce your tax and eliminate your debt. Our aim is not to replace your team of financial professionals, but to work hand in hand with them to deliver the most comprehensive, wealth building plan for you.

Testimonial

" Bonnie lived in Japan for over a decade and therefore understands the life in Japan. As a native of Japan, I was glad that she helped me understand the way personal finance in the U.S. works. She finds great solutions for financial wealth while putting the interests and needs of people first. She is very flexible with meeting times and highly trustworthy. "

- Koji K.

" I’m a person who knows practically nothing about finances and knew very well how to live paycheck to paycheck. I was thankful that Bonnie was able to help us with our financial future because I had so many questions and if she didn’t know the answer, she would have it for us at the next meeting. I’m grateful we were able to work together with her. "

- Kaycee K.