Our Programs

Make Money Fun!

With Financial Zen’s Groundbreaking Programs

Do you stick your head in the sand when it comes to your money? What if your finances were actually fun and gave you warm, fuzzy feelings instead of anxiety and feelings of lack? How would you feel knowing exactly the path your on? Like how much longer you have to work and how much money you’ll need to quit your paychecks forever? If you want to start adulting with your money, we’re an approachable team that doesn’t take themselves too seriously! We’re Financial Zen, CERTIFIED FINANCIAL PLANNERTM Professionals who believe that simpler is better and making the game of money enjoyable will ensure you make the right moves and do the right things. Our easy-to-follow programs are the solution—a full package of financial planning services designed to leverage your time, optimize your money and get you focused on retiring waaaay sooner than your parents did.

Our Financial Planning Programs Are Designed Specifically for Younger Generations:

Foundations Program

All of our new members begin with our Foundations Program. It’s a six-month program designed to get your financial house in order and set up the foundation for early retirement.

Imagine how well you’ll sleep knowing you’re on a clear path towards the future you’ve always imagined.

Mastery Program

Once you’ve graduated from the Foundations Program, you’ll be eligible to enroll in our Mastery Program.

You’ll continually level up year-after-year as you hurtle towards financial zen. . Each level of Financial Zen Mastery requires a new skills set and we’ll help you get there through quarterly one-one-one appointments, weekly group coaching calls and our proprietary tools & technology.

Investment Management Services

Financial Zen Members also get access to our automated investment services. We’ll make sure your money is working as hard as you do and actively take advantage of opportunities to systematically rebalance and tax loss harvest.

Sign up for the free fast track your retirement 3-Day challenge

Get on the fast track to financial freedom (aka financial zen)!