Financial Zen daily

Raising Your Financial IQ Doesn't Have To Be Boring. Our Blog Makes It Quick, Easy & Fun!

So you’re interested in enrolling in our Foundations Program, but you’d like to learn a bit more about our financial philosophies first. Or perhaps you’re already well on your way toward becoming a Financial Zen Master and – high achiever that you are – you want to learn all that you possibly can about smart money management. Then you’ve come to the right place. The Financial Zen blog is jam-packed with useful information, such as…

…and so many more. Check out Financial Zen Daily today for a smarter tomorrow!

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It only costs …

Have you ever justified an impulsive purchase with “it only costs…”?   I know I have.   And it’s always something I don’t need and only kinda,

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We’re Engaged!

My clients and I develop close, personal relationships.   Helping people send their kids to college, buy their first home, and retire is a very intimate

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