We Make It Look Easy
There once was a man who had a squeaky hardwood floor. For months and months he tried to fix it. But for the life of
April 5, 2018
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!
There once was a man who had a squeaky hardwood floor. For months and months he tried to fix it. But for the life of
Caveat Emptor. Buyer beware. If someone’s job title contains the word “Advisor,” you would think they’d be required to give you good advice. Or at
6 hours of my “reading time” every week is dedicated to honing my craft- staying on top of industry trends… researching new financial planning strategies…
It’s week 2. Still going strong on your 2018 goals? Below are 4 tips to keep your momentum going when February rolls around and your
Hope everyone had a nice New Years. It’s January 4th, and the world is back to work. My 2018 planning is complete, so I thought
The week of limbo between Christmas and New Year’s is a time of reflection. Think about what you accomplished in 2017. Also, what didn’t you
Thanksgiving may be the time we verbalize our gratitude, but my gratitude for you is something I reflect on every day. Part of my morning
The year was 2005 and the light bulb had gone off – I was pretty, kinda, almost positive that my destiny laid in financial planning.
Your very first Financial Zen Performance Report is ready! Login to your client portal, and look under “Performance Reports” in your Vault. They
Last week marked the 30th anniversary of Black Monday – October 19, 1987 – when the market crashed 23% in a single day . In