Our Movement
We Are the Financial Zen Masters!
Personal Finance Should Be Life-Changing!
We know you have big dreams. When you become a Financial Zen Master, you’ll discover how to achieve them. Imagine typing up your resignation letter in the near future… not to search for your next gig, but to pursue your true passion in life. What will you do? Start your own business? Launch a nonprofit? Travel the world? It’s in your hands.
“But Work Has Always Been a Necessary Evil.”
We believe people have limitless potential, but they can only fulfill that potential by doing what they were truly meant to do in life. Have you ever known anyone to say, “My goal in life is to work 9 to 5 nearly every day until I’m too old to enjoy life”? Probably not. People have dreams, hopes, and ambitions, but all too often, those dreams end up getting crushed by the relentless reality of office work. It doesn’t have to be this way. Become a Financial Zen Master and get in the driver’s seat of your life!
Us vs Them
- We offer life-changing results that will literally… you know… change your life.
- We specialize in working with younger generations because we know they need our financial planning services the most.
- We don’t profit from commissions or account fees. Instead, we use flat monthly membership fees.
- We emphasize the value of financial education, and we’re always happy to break down complex concepts into easily digestible bites.
- Our team is relatable, approachable, and friendly because we genuinely enjoy working with our members and helping them change their lives for the better.
- They promise modest improvements to your financial situation, just pushing peas around your plate.
- They only work with Baby Boomers or people who have already saved their millions, leaving younger generations with nowhere to turn.
- They focus on "gathering assets" to charge advisory fees. Financial planning is an after-thought.
- They are unwilling to provide clear, comprehensible financial education for fear their clients won’t need their services any longer.
- They thrive on a stuffy corporate culture because they believe it gives them prestige.
The Financial Zen Masters Creed
Financial Zen Masters own their lives. We take responsibility for where we are in life. If we don’t like it, we put in the work to change it.
Financial Zen Masters know they’re meant for great things. Things that will change our world, our community and our families. We refuse to be one of the timid souls sitting on the sidelines of life.
Financial Zen Masters know time is the most important commodity. Time with our family, our friends and in pursuit of our purpose. Money is the resource that optimizes our time.
Financial Zen Masters know the more we put in, the more we get out. We do today what others won’t, so we can live tomorrow how others can’t.
A Financial Zen Master is a choice. You’ve chosen to take responsibility. You’ve chosen to pursue your destiny. You’ve chosen to not waste time or money on meaningless pursuits. You’ve chosen to put in the work.
You are a Financial Zen Master.
We Stand By Our Beliefs
- We believe in accountability and accepting responsibility for ourselves.
- If we don’t like where we’re at, we put in the work to make it better.
- We believe nothing is more precious in life than time & Money is the gateway to spend more time with loved ones and pursue your purpose in life.
- We believe in continual self-growth and lifelong learning.
- We believe in managing our lives, our time, and our money with purpose.
- We believe that, in order to live tomorrow how others can’t, we must do today what others won’t.
We are Financial Zen Masters.
