Thrive on Purpo$e

Sound financial guidance to help you live ready every day with intention.

Imagine Greater Possibilities

You’re standing at the edge of a vast landscape, gazing at the horizon with hope and excitement. The landscape represents your financial future, and the possibilities are endless. As your money coach, Simple Impact is here to help you craft your financial vision and set meaningful goals that will help you pursue long-term success, stability, and security.

Keep it Simple, Make an Impact

We believe your finances can be simple and impactful. Simple Impact LLC was created to help you use your wealth on purpose, with purpose, to support the life that you would be proud to live. Our mission is to help you make a real impact with your wealth.

See Our Story

Unlock Generational Financial Security

Whether you want to create a comprehensive retirement plan, diversify your investments, or work on a financial goal that's meaningful to you and your family, we're here to guide and support you.

For Wealth Accumulators

Get a custom action plan that reflects your priorities, and recommendations based on our experience and knowledge.

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For Retirees

Distribute your assets in a tax-advantaged way and help preserve wealth for the next generation.

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For Employers & Businesses

Transition your business to the next stage with a strategy that helps you grow and attract talent.

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The Power of Financial Vision

Gaining a clear vision gives you a guide to lead you away from financial instability and toward your desired destination. Holistic wealth advisor, Shannon Sutherland, helps you define your financial vision and gives you the support, education, and guidance needed to confidently turn your vision into reality.

Meet Shannon & Team

Stay Positive

We take pride in our close relationships with clients and being here for you throughout life’s ups and downs. On top of all that, we believe in doing well by doing good. Through innovative strategies, we believe positive financial returns can be coupled with positive community progress.

Bring Intention to Your Wealth

See how Simple Impact can make it all possible for you.

Contact Us

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