Simple Impact LLC Certified Retirement Counselor® work with business owners, executives, and women, to plan for financial security. 

" Simple Impact LLC is a fiduciary wealth management firm dedicated to helping individuals, families, and businesses achieve financial confidence while aligning investments with their values. Led by Shannon ""Shãn"" Sutherland, CPFA®, CRC®, AIF®, ADPASM, NQPCTM, a highly credentialed Wealth Advisor, CEO, and Founder, we provide holistic, tax-effective investment strategies tailored to your long-term goals. Our Expertise ✔ Retirement Planning & Investment Management ✔ Executive Compensation & Em...

" Simple Impact LLC is a fiduciary wealth management firm dedicated to helping individuals, families, and businesses achieve financial confidence while aligning investments with their values. Led by Shannon ""Shãn"" Sutherland, CPFA®, CRC®, AIF®, ADPASM, NQPCTM, a highly credentialed Wealth Advisor, CEO, and Founder, we provide holistic, tax-effective investment strategies tailored to your long-term goals. Our Expertise ✔ Retirement Planning & Investment Management ✔ Executive Compensation & Employer Benefits ✔ Wealth Transfers & Estate Planning ✔ Tax-Efficient Strategies & Philanthropy ✔ Holistic Financial Literacy & Money Coaching Why Choose Simple Impact? We take a 360-degree approach to financial planning, ensuring that our clients build, protect, and preserve their wealth across generations. Our client-first philosophy means we take the time to understand your goals and craft customized financial solutions that drive long-term success.