Our
Strategy
We Help Younger Generations Achieve Financial Zen, So They Can Live Life On Their Own Terms!
Financial Zen is a different kind of animal. We are comprised of CERTIFIED FINANCIAL PLANNERTM Professionals who understand that our members are real people with real hopes and dreams for the future. We also know those hopes and dreams don’t include reporting to a boss five days per week for the next 40 years. Work with us and we’ll help you achieve financial freedom (aka financial zen) so you can finally write that resignation letter and ride off into the sunset.
How to Quit Your 9 to 5 without Going Broke
Financial planners make things a little bit better for their clients, financially speaking. They caution their clients to save and invest for the long term, to expect results over decades, rather than years or even months. But we know that our members want—no, they NEED—dramatic, life-changing results ASAP. We know that punching a timecard for 30 to 40 years isn’t exactly nurturing your dreams, and we want to help you speed your way to an early retirement so that you can live a life of freedom. No, you won’t be able to quit your job by next Friday when you work with us, but you will be able to retire much sooner than you could have ever thought possible. Why wait? Reach out today.
This Isn’t Your Parent’s Financial Planning Firm
If you’re a younger than 45 and you start looking for a CFP® Professional to help you figure out your finances, you’re in for a rude awakening. The sad truth is that the vast majority of financial advisors will not work with younger generations. They only work with retirees and soon-to-be retirees. Why? Because those are the people who have substantial savings and can meet the advisors’ tyrannical account minimums.
We’re different. We don’t have account minimums or commission products. We’re a fiduciary— legally obligated to serve our members’ best interests. And we’re downright honored to work with younger professionals because we get genuinely excited about the prospect of helping our member achieve their dreams in life.
“But I Don’t Have Much Money!”
It’s not how much you HAVE, it’s how much you MAKE. People think you should seek help once you HAVE a million bucks saved up. But actually, the opposite is true. The biggest impact we have on our members are those that get started early. If you’re making $200k+ a year, you should 100% be working with a professional. You work too hard to go it alone with “Google research” and hearsay advice from friends and coworkers. We provide a clear roadmap for the future, allowing you to get from Point A (your job) to Point B (early retirement and freedom) much faster than you could ever get there alone.
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