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Who do We HELP?

Busy, young families

If your kids have kids, we’re not for you. If your kids are out of college, we’re not for you. If you don’t have kids, we’re not for you.

But…if you have kids living under your roof, we’re for you. If you’re too busy raising those kids to also manage your finances, we’re for you. And if you want someone else to handle things while you focus on the things you care about, we’re most definitely for you.

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Do You really need a financial planner?


Nothing we help you with is something you can’t figure out on your own. If you have the time, interest and discipline to handle it all yourself, then go for it!

But if you’re like the rest of us and want to get in tip-top financial shape without having to deal, then we’re for you! We live for this stuff!

(Plus we’ll answer the questions you don’t know you don’t know.)

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The Financial Zen Group is a modern financial planning firm
helping young families navigate life’s must-do’s and plan for life’s want-to’s.