Kate Seastone | Episode #83

What happens when financial planning becomes less about having every answer—and more about bringing the right people to the table? In this episode of the Make Life Less Taxing Podcast, Daniel Hanzelka sits down with Kate Seastone, founder of Simplistic Collaborative, to explore why collaboration, clarity, and ongoing client care matter so much in complex financial planning. Kate shares her journey from software development and business turnarounds into financial planning, along with the perspective that led her to specialize in helping advisors navigate the insurance side of broader client strategies. 💡 In This Episode, You’ll Discover: • Why advisors don’t need to be experts in every area • How collaboration can uncover planning gaps before they become problems • Why simplifying complexity helps clients make better-informed decisions • The importance of ongoing service after a strategy is implemented • Why a consultative, client-centered approach is becoming increasingly important • How advisors can focus on relationships while specialists support the technical work 👤 About Kate Seastone Kate is a CFP professional, CEPA, and founder of Simplistic Collaborative. She works alongside financial advisors, CPAs, and estate planning attorneys to help bring greater clarity and coordination to complex client planning. Connect With Kate Seastone 📍 Location: Phoenix AZ 🌐 Website: www.SimplicitCollaborative.com 🔗 LinkedIn: https://www.linkedin.com/in/kateseastone/ 🎧 About the Make Life Less Taxing Podcast Make Life Less Taxing is dedicated to helping people build freedom, clarity, and purpose through grounded conversations about business, wealth, stewardship, and life. 🌐 More Episodes: https://makelifelesstaxingpodcast.com 📥 Be a Guest: https://makelifelesstaxingpodcast.com/apply #MakeLifeLessTaxing #FinancialPlanning #AdvisorInsights #FinancialAdvisor #ClientExperience #CollaborativePlanning #BusinessOwners #Stewardship #FinancialClarity