Flat-fee financial planning built for Austin's tech professionals.

We help busy tech pros navigate financial decisions that come with career growth, family milestones and future plans.

Specialized guidance on stock options, RSUs and investing

Transparent flat fee (no hidden costs, no confusing percentages)

Proactive tax strategies that help you keep more

SWP is based in Austin, TX and serving clients nationwide. From The Domain and Tech Ridge to South Congress and Westlake Hills, Austin’s tech community turns to us for stock‑option strategy, tax‑smart investing, and flat‑fee clarity.

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Simplify Wealth Planning • Austin TX • 512‑200‑3922