Work With Us

Ready to conquer financial complexity?

Our process is called Financial Zen Bootcamp.

Upon graduating, you’ll acquire confidence, gain clarity, and understand your finances better than ever before.

How It Works

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).

What We’ll Cover

Each month we’ll cover a different topic, and each topic will build on the last.

  1. Data Gathering & Goal Setting
  2. Financial Projections & Recommendations
  3. Insurance
  4. Estate Plan, Taxes & Liabilities
  5. Retirement, College & Home Buying
  6. Employee Benefits, Financial Zen Tools & Recap

A Case Study

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.

What it Costs

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.) 

Your Next Step

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! 

SCHEDULE YOUR FREE CONSULTATION

So what happens after Financial Zen Bootcamp?

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.