Accountability Is The Biggest Benefit
“You kept my butt in the seat.” That was my answer when Lauren asked what the biggest benefit was from our session. If I had
September 3, 2025
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, overachiever that you are, you’re keen on learning all that you possibly can about smart money management. 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 our blog today for a smarter tomorrow!
“You kept my butt in the seat.” That was my answer when Lauren asked what the biggest benefit was from our session. If I had
17 years ago, I thought I was building a small business. Turns out, I was starting a movement. Back then, my goals were modest: I
I’ve learned a lot over the last 15 years of running my own financial planning business. Here are the top 3 lessons I’ve learned so
I sat down to answer the #1 investment question of 2025 – Should I invest in international and emerging markets? I asked ChatGPT to give
I put my money where my mouth is. So I gave our investment strategy away for free. I believe knowledge should be free, and you
My phone rang at 10:27 this past Sunday morning. I paused my game, put down the Xbox controller and hit “screen” on my phone, assuming
The cobbler’s son has no shoes. The financial planner has no money. Here’s where I went wrong last year… Last year was a great year
Financial Zen was born 9 years ago, but I’ve finally seen the light. We’ve been doing it all wrong. So moving forward… – We’re moving
It’s not closing a new member. (THEIR life is about to change, not mine.) It’s not when people follow the piped piper and stay invested
It’s my Financial Planiversary! 16 years ago today I became a financial planner. I’m in the messy middle of Phase 3. It’s a new chapter,