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.

$400/mo or $2,000 semi-annually

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.