Who do We HELP?
Young, successful families.
Traditional financial planners only work with people who HAVE a lot of money (like our parents).
If you MAKE a lot of money, but are too young to have saved your millions yet, you’re left flapping out in the breeze.
But we know you want help too. That’s why we’re here.
We don’t work with your parents. We work with you. Exclusively.
Do You really need a financial planner?
Nothing we help with is something you can’t figure out yourself. If you have the time, energy and discipline to do it 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!
The Financial Zen Group is a modern financial planning firm
helping young families prepare for life’s have to’s and plan for life’s want-to’s.