My Singular Goal for Q3 2026
Wanna know a secret? I’m scared. No seriously. Last week our team did something a little different at our quarterly planning meeting. We still did
July 13, 2026
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!
Wanna know a secret? I’m scared. No seriously. Last week our team did something a little different at our quarterly planning meeting. We still did
I’m super excited for our Fireside Chat tonight! As a planner, I couldn’t not do a little prep for it, and it turns out to
340 million Americans will be cheering on our boys tonight. Whether they’re watching USA vs. Bosnia live or reading about it in the papers tomorrow,
Comparison is the thief of joy. (And your comparison is wrong anyway.) Your neighbor, your buddy, and your kid’s friend’s parent? They’re not as financially
It’s the last Friday of Q2, and don’t look now, but we crushed our goals this quarter! ✅Complete SEC Registration✅Hire 5th Team Member✅Complete 124 FZ
Buy bonds. Done. See you tomorrow! JK. (But also, not really.) Seriously, though, there is a very specific risk that—if not mitigated properly—could reschedule your
Did you know that since June 2022, Financial Zen boasts a 97% client retention rate? Did you also know that the industry average over that
When new Financial Zen Members graduate from our Foundation Program (our 6-month onboarding program), we always ask them what the best part of the experience
Every year, we force… *ahem*… hold our Members accountable to reviewing their beneficiaries. Usually, this is accompanied by some minor whining because “we just checked
“I need to turn it down.” There is not much more satisfying than hearing those six words. Usually, that’s followed by: “I can barely pay