Welcome to Financial Zen Bootcamp!
Financial Zen Bootcamp is an intense 6 month program that will get you in the best financial shape of your life.
One-time fee: $2500
We’ll build on things you’re doing right. We’ll uncover things you need to work on. And we’ll establish healthy financial habits with a new money lifestyle.
We meet once a month (virtually or in-person) to focus on one or two parts of your financial health.
First we develop a gameplan:
Month 1. Data Gathering - Establish your financial goals and review your current situation
Month 2. Financial Plan Review - Review your financial strategy and Financial Zen recommendations
Once we have your gameplan, then we’ll execute…
Month 3. Insurance - life, health, disability, liability, home/auto.
Month 4. College, Retirement & Home Buying
Month 5. Savings & Liabilities - including mortgages and student loans
Month 6. Tax & Estate Planning
It’s an intense 6 months with lots of homework, but the results will be worth every ounce of sweat you put in.
And once you’re in tip-top shape, then we’ll help keep you there.