At Simply Stated Workbook, we strive to be a companion through impactful decisions to help others be more confident and steadfast along their life journey.
We believe in the power of application, experience, compassion, education, and transformation. These core values guide everything we do.
APPLICATION
We create opportunities that allow you to be guided as you make life-impacting decisions
EXPERIENCE
We value thought-provoking insights based on real-life experiences.
COMPASSION
We understand and value the desired outcomes from each of our workbooks.
EDUCATION
We provide information that can be applied through actionable steps, based on professional and personal experience.
TRANSFORMATION
We focus on subtle concepts and ideas that hold significant value in our understanding of information. We guide you to implement true change by enhancing your decision-making process.
Priscilla Johnson, a retirement planner and Medicare specialist, is the mastermind behind Medicare In A Box, and the Co-Founder of Simply Stated Retirement Solutions. Since entering the industry in 2008, Priscilla has been on a mission to transform the way financial professionals communicate, cutting through the confusing jargon to provide clients with clear, actionable advice.
Her unique talent for breaking down complex topics into practical, easy-to-understand guidance sets her apart in the financial world. Originally from San Antonio, Priscilla has made South Carolina her home for many years. A proud former member of the United States Marine Corps, she met her husband Jay over two decades ago while both were stationed in California. Together, they have two children and a shared passion for mountain biking, hiking, and exploring the world through international travel.
JOIN OUR COMMUNITY CORNER
Simply Stated Workbook is more than just a resource; it's a community. We're here to support you every step of the way, providing the guidance and tools you need to achieve your goals.
Let's embark on this journey together!
