I’ve been adding these to our website and thought I’d share a few.
(BTW if you want to leave one too, just click the “Review Us” button at the top-right of our website – www.financialzen.com)
“Financial Zen has been a game changer.
My wife and I had a good handle on our finances, but knew we could be doing more. We found Financial Zen on our hunt for a fee-only advisory that could help us optimize what we had, and think creatively about how to evolve our finances.
The Foundations program helped us understand our goals, get all our assets in order, set up an estate plan, consolidate accounts, save for our kids college, navigate multiple benefit, company stock and 401k plans and ensure we were getting the most value out of every dollar we earn.
Since then they’ve helped us stay on track, move across the country and buy a new house, finance a kitchen renovation, and keep us on track to retire earlier than we’d ever imagined possible.
Financial Zen truly brought us peace of mind, while making finances and saving for retirement low-stress and – dare I say – Fun.”
– Evan K (FZ Member since Jan. 2019)
