Our process is called Financial Zen Bootcamp.
Upon graduating, you’ll acquire confidence, gain clarity, and understand your finances better than ever before.
One hour. Once per month. For 6 months.
That’s all you need. We’ll do the rest.
You’ll meet 1:1 with me (in-person or via videoconference).
Each month we’ll cover a different topic, and each topic will build on the last.
Brian and Michelle are in their early thirties, live in San Francisco and both work in tech.
They got married a few years ago and just found out they’re pregnant. With parenthood on the horizon, they want to make sure they’re doing everything right.
Brian tells me:
“Google can only get you so far. We know we need life insurance, but not what kind or how much. We know we need an estate plan, but where do we start?
Then of course, there’s college. And that’s just the tip of the iceberg.”
Fast forward 6 months, and Brian and Michelle have graduated Financial Zen Bootcamp.
They are in the best financial shape of their life. They understand their finances better than they ever have before. And most importantly they know they are prepared when the baby comes along two months later.
The six-month bootcamp costs a flat fee of $2000.
If you’d like to keep working with us after bootcamp, we have additional subscription packages for ongoing financial planning services. (Listed below.)
It all starts with a free 30 minute consultation.
We’ll discuss 30,000 ft financial goals and what’s most important to you and your family. We don’t talk numbers or review statements yet. It’s just a casual conversation about what you’d like help with.
Our goal is to give you all the information you need to make an educated decision whether we’re right for you.
No decisions are made during that appointment.
Instead, we’ll have a quick follow up call 2 days later after you’ve had time to sleep on it.
Click the button below to schedule your free initial consultation. Your victory over financial complexity starts today!
Once you graduate Bootcamp, you are officially a member of the Financial Zen Group, and you have access to our ongoing financial planning services (to ensure Financial Complexity stays locked up).
We can meet either quarterly ($3000 annually) or semi-annually ($2000 annually).
Both membership levels include an Annual Review and Accountability Appointments.
During your Annual Review, we’ll revisit your financial goals, scrub down your financial plan, and update your projections. (And sit in awe at all the progress you’ve made!)
The Accountability Appointments are for doing the work – financial housekeeping, addressing changes as life happens and working through your To Do List.
At some point, you might not need ongoing financial planning services. In that case, you can downshift to our free, basic membership.
We’ll still manage your investments and you’ll maintain access to your Financial Zen site. And then upgrade whenever you need it.
The Financial Zen Group, Inc. (“The Financial Zen Group”) is a registered investment advisor offering advisory services in the State of California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by The Financial Zen Group in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only is not intended as investment, tax, accounting or legal advice. Opinions expressed herein are solely those of The Financial Zen Group, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.