Staying in shape is easier than getting in shape…but you still gotta put in work.


Your Financial zen membership ensures all the hard work you put in during Boot camp doesn’t go to waste.


We offer 2 membership levels. The right one for you depends on how busy your financial life is.


Membership Levels

Basic

$200 monthly or
$1,000 semi-annually

+ 1 Annual Review

  • 1:1 Appointment with your dedicated CFP® Professional
  • Update short-term and long-term financial goals
  • Update financial projections
  • Scenario analysis for new/updated financial goals
  • Updated personal financial statements
  • 12-month roadmap of improvement recommendations
  • Stress test analysis for various market conditions
  • Review personalized performance report
  • Review updated financial plan

+ 1 Accountability Meeting

  • 1:1 Appointment with your Certified Financial Planner
  • Discuss client updates
  • Discuss Financial Zen updates impacting client relationship
  • Review completed activities and progress towards goals
  • Complete outstanding open activities
  • Review projected spending and budget tracking
  • Review personalized performance reports
  • Complete annual housekeeping
    • Verify retirement account beneficiaries
    • Review 401k rebalancing opportunities
    • Review annual credit report
    • Review annual Social Security statement
    • Review most recent tax return
    • Complete income acceleration analysis
    • Maximize retirement account contributions
    • Complete annual risk assessment

+ Customized Financial Zen member portal

  • Comprehensive interactive dashboard of current financial health
  • Access to in-depth, customized financial planning reports including net worth and cashflow statements
  • Bank-level security cloud storage for your most important financial documents - insurance policies, home deeds, estate plan, medical directives
  • Budget and cashflow tracking
  • Real-time portfolio tracking
  • Customized financial alerts

+ Concierge Services ($400 each)

  • Homebuying
  • 401k Rollovers
  • Corporate benefits
  • Open enrollment
  • Estate planning
  • Life insurance
  • Disability insurance
  • Taxes
    • Services include:
      • 3rd party referrals
      • 3rd party appointment coordination
      • Application data entry
      • Statement gathering
      • Tax document consolidation
      • Action item management

Additional appointments ($400 per hourly appointment)

Unlimited email, phone and text support from your Certified Financial Planner

Unlimited

$300 monthly or
$1,500 semi-annually

+ 1 Annual Review

  • 1:1 Appointment with your dedicated CFP® Professional
  • Update short-term and long-term financial goals
  • Update financial projections
  • Scenario analysis for new/updated financial goals
  • Updated personal financial statements
  • 12-month roadmap of improvement recommendations
  • Stress test analysis for various market conditions
  • Review personalized performance report
  • Review updated financial plan

+ 3 Accountability Meetings

  • 1:1 Appointment with your Certified Financial Planner
  • Discuss client updates
  • Discuss Financial Zen updates impacting client relationship
  • Review completed activities and progress towards goals
  • Complete outstanding open activities
  • Review projected spending and budget tracking
  • Review personalized performance reports
  • Complete annual housekeeping
    • Verify retirement account beneficiaries
    • Review 401k rebalancing opportunities
    • Review annual credit report
    • Review annual Social Security statement
    • Review most recent tax return
    • Complete income acceleration analysis
    • Maximize retirement account contributions
    • Complete annual risk assessment

+ Customized Financial Zen member portal

  • Comprehensive interactive dashboard of current financial health
  • Access to in-depth, customized financial planning reports including net worth and cashflow statements
  • Bank-level security cloud storage for your most important financial documents - insurance policies, home deeds, estate plan, medical directives
  • Budget and cashflow tracking
  • Real-time portfolio tracking
  • Customized financial alerts

+ Concierge Services (included w/ membership)

  • Homebuying
  • 401k Rollovers
  • Corporate benefits
  • Open enrollment
  • Estate planning
  • Life insurance
  • Disability insurance
  • Taxes
    • Services include:
      • Free additional appointments
      • 3rd party referrals
      • 3rd party appointment coordination
      • Application data entry
      • Statement gathering
      • Tax document consolidation
      • Action item management

Additional appointments (included w/ membership)

Unlimited email, phone and text support from your Certified Financial Planner

*ask us how you can make your subscription tax-deductible!


Seen enough and can’t wait to talk in person? Then schedule your free introductory appointment!

Want to learn even more? Then check out our investment management services!