
We use robust financial planning and analysis to make the financial unknowns, known, for the business decisions that matter.

LAUNCHING
A NEW PRODUCT

PURSUING THAT DISRUPTIVE BUSINESS IDEA

EXPANDING TO
A NEW LOCATION


Accessible. Approachable. Invested in You.
Whatever the scale, your business matters.
With close to a decade of financial experience working for Fortune 500 corporations, we know the value of services like financial planning and analysis. We have also seen that many smaller businesses don’t think that these services are relevant or available to them.
Simply More Money is challenging this idea.
What our happy partners say
Quincy Wong
Senior Marketing Manager, Expedia
Travis's financial expertise, creative ideas, and attention to detail helped our team identify key problems and find holistic solutions.
Kara Sims
Director of Finance, Remitly
Travis is an outstanding business partner committed to delivering stellar results.
Daniel Van Schepen
Co-Founder/Owner of e.DNA
As a recent small business owner, Simply More Money helped me focus my efforts and energy on areas that needed it most.