What a year 2022 was for Financial Zen!
Since opening for business 7 years ago, every year is better than the last, but 2022 was one for the history books.
Here are just some of the highlights…
Financial Zen by Numbers
414. The number of meetings we had across our 52 households.
27,900: The number of minutes spent 1:1 with FZ members holding them accountable, raising financial IQ’s, and aiding in smart decision-making.
12: The number of new Financial Zen Members we welcomed into our little community.
0: The number of Financial Zen Members that left our community.
2882: The number of rebalancing and tax loss harvesting trades submitted to Schwab
0: The number of anxious members that forced us to get them out of the market
299: The number of FZ Daily’s emailed
48%: The open rate for FZ Daily
303: The number of original posts published on LinkedIn (since July)
47,702: The total number of views on LinkedIn
2: The number of Financial Zen employees it took to accomplish all of this.
Next year will be even better.
More free content to raise our audience’s Financial IQ.
More employees hired to amplify our service level even further.
More members added to our community as the word continues to spread.
But most importantly, more people to help live their best lives and move even closer to achieving Financial Zen.
