Financial Zen: Because Knowing Is Not The Same As Doing

Everyone knows how to get a six-pack: Eat fewer calories than you burn. Period.

It’s the simplest formula in existence. And yet, look around—how many people are actually walking around with a six-pack?

The problem isn’t a lack of information; it’s a lack of execution.

Similarly, while Financial Zen certainly has some high-level tricks up our sleeves, a massive part of what we do is simply helping people do what they already know they need to do. In fact, 80% of our value proposition is accountability. It’s making sure the things that should happen actually do happen.

The “Ultimate Health Partner” Experience

To understand what we do for your money, imagine having an encouraging accountability partner for your body.

Imagine he gently wakes you up and fixes you a nutritious breakfast while playing your favorite personal growth podcast to prime your mindset. On the way to the gym, he hands you a workout plan tailored to your exact needs based on how well you slept. He racks the weights for you and screams “LIGHT WEIGHT!” while giving you a perfect spot.

When you’re done, he’s there with a protein shake and an apple for the commute. Once you’re at your desk, he brings you a power coffee with inflammation-reducing cinnamon. Throughout the day, he manages your fuel: kefir and a banana for probiotics and potassium, followed by Greek yogurt with chia seeds and blueberries.

Depending on your morning lift, he might tell you to hike up California Street for some extra cardio. For lunch, it’s lean ground turkey and quinoa. For your afternoon break, he’s back with baby carrots and green tea. On the drive home, he prompts you with journaling questions for reflection.

At home, he encourages you to hop on your skateboard or strum the guitar to decompress while he prepares salmon and broccolini. As you work on your business into the evening, he brings you a bowl of natural popcorn and a casein shake. Finally, he dims the lights, shuts off the TV, and hands you a paper book and some breathwork exercises to settle you into dreamland.

Oh, and he’s also tracking your vitals, body composition, and nutrient deficiencies weekly to recalibrate the plan in real-time.

That is Financial Zen.

We are the trainer, the nutritionist, the chef, and the doctor for your financial health—all rolled into one.

Our goal is to do everything humanly possible to reduce the friction of “doing what you know you need to do”. For the tasks we can handle for you, we do them. For the things we can’t, we stand side-by-side with you to ensure they get finished.

We don’t just give you a plan; we make sure you live it.