#dowhatricksays
I hold nothing back from you. If you read FZ Daily, I have given you everything you need to get your money firing on all cylinders.
October 4, 2022
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!
I hold nothing back from you. If you read FZ Daily, I have given you everything you need to get your money firing on all cylinders.
A friend of mine was recently asking how to find a good financial planner. He doesn’t want to work with a friend, which I respect.
As you know, we meet with every single one of our Financial Zen Members once a month. My industry peers think that’s absolutely bonkers. I
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
14 years ago, on August 25, 2008, I officially became a financial planner. Here are the top 3 things I’ve learned so far. 1. There’s
The excerpt below came from a press request network I’m a part of. Real people write to media outlets. Then reports pick up the request
I know my outward appearance is a positive, always-half-full, everything’s-gonna-be-alright kinda guy. But the deep, dark secret I hide from the world is… …I live
I tell this story from a place of understanding and empathy. We all have our version of this, myself included. A gentleman called me up
I’ve never told anyone this story before. Not even Nicole. The origin of Financial Zen can be traced back to this one moment in time…
To be perfectly honest, when we decided to start meeting with our Financial Zen Members MONTLHY instead of quarterly, I was a little scared. Our quarterly appointments