Zen Financial Planning

(978) 216 -9941

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    • Home
    • About
      • Our Firm
      • Our Process
      • Meet Your Team
    • Who we serve
    • Our Services
    • Contact Us
    • Events
    • Client Login
      • Schwab Login
      • ZenFinity Login
      • RightCapital Login

(978) 216 -9941

Zen Financial Planning
  • Home
  • About
    • Our Firm
    • Our Process
    • Meet Your Team
  • Who we serve
  • Our Services
  • Contact Us
  • Events
  • Client Login
    • Schwab Login
    • ZenFinity Login
    • RightCapital Login

Financial Planning with Clarity & Purpose

Financial Planning with Clarity & PurposeFinancial Planning with Clarity & PurposeFinancial Planning with Clarity & Purpose

Bringing Balance to Wealth, Retirement, and Tax Planning—Designed for Long-Term Success. 

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The best time to plant a tree was 20 years ago. The second best time is now.

Chinese Proverb

About Us

Empowering Your Financial Future

Complimentary 30-Minute Consultation

Empowering Your Financial Future

Take control of your finances with personalized strategies designed to help you build wealth, protect assets, and achieve your dreams. 

Independent Advice

Complimentary 30-Minute Consultation

Empowering Your Financial Future

As a completely independent firm, we’re dedicated to offering transparent, objective financial guidance—always putting your needs first. 

Complimentary 30-Minute Consultation

Complimentary 30-Minute Consultation

Complimentary 30-Minute Consultation

Start your journey with a free consultation to explore how we can help you achieve financial clarity and confidence. 

Learn more

Events

Feb 3 & 10, 2025

Knowing Your Number

6:30PM

-

7:45PM

Old Orchard Beach High School 40 E Emerson Cummings Blvd Old Orchard Beach, ME 04064

Event Details

Feb 3 & 10, 2025

Knowing Your Number

How much will you need? In this 2 night hands-on workshop, participants will  learn how to calculate the amount of money they need to retire...

Event Details

6:30PM

-

7:45PM

Old Orchard Beach High School 40 E Emerson Cummings Blvd Old Orchard Beach, ME 04064

March 3 & 10, 2025

Tax Planning for Retirees

6:30PM

-

7:45PM

Old Orchard Beach High School 40 E Emerson Cummings Blvd Old Orchard Beach, ME 04064

Event Details

March 3 & 10, 2025

Tax Planning for Retirees

Retirement doesn’t mean escaping taxes—in fact, it’s one of the top  challenges you’ll face as you plan for the future and understanding the...

Event Details

6:30PM

-

7:45PM

Old Orchard Beach High School 40 E Emerson Cummings Blvd Old Orchard Beach, ME 04064

April 15 (Tax Day)

Tax Planning for Retirees

6:30PM

-

7:45PM

Old Orchard Beach High School 40 E Emerson Cummings Blvd Old Orchard Beach, ME 04064

Event Details

April 15 (Tax Day)

Tax Planning for Retirees

Retirement doesn’t mean escaping taxes—in fact, it’s one of the top  challenges you’ll face as you plan for the future and understanding the...

Event Details

6:30PM

-

7:45PM

Old Orchard Beach High School 40 E Emerson Cummings Blvd Old Orchard Beach, ME 04064

May 5 & 12, 2025

Knowing Your Number

6:30PM

-

7:45PM

Old Orchard Beach High School 40 E Emerson Cummings Blvd Old Orchard Beach, ME 04064

Event Details

May 5 & 12, 2025

Knowing Your Number

How much will you need? In this 2 night hands-on workshop, participants will  learn how to calculate the amount of money they need to retire...

Event Details

6:30PM

-

7:45PM

Old Orchard Beach High School 40 E Emerson Cummings Blvd Old Orchard Beach, ME 04064

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Investment and Insurance Products are Not FDIC Insured | Not Bank Guaranteed | May Lose Value


All  written content on this site is for information purposes only. Opinions  expressed herein are solely those of Zen Financial Planning, LLC and  our editorial staff. Material presented is believed to be from reliable  sources; however, we make no representations as to its accuracy or  completeness. All information and ideas should be discussed in detail  with your individual adviser prior to implementation. Advisory services  are offered by Zen Financial Planning, LLC, a Massachusetts Registered  Investment Advisor. Being registered as a registered investment adviser  does not imply a certain level of skill or training. Zen Financial  Planning, LLC and its advisors do not provide legal or tax advice.  Insurance products are offered through Anthony Corsino, independent  agent. The presence of this web site shall in no way be construed or  interpreted as a solicitation to sell or offer to sell investment  advisory services to any residents of any State other than the State of  Massachusetts or where otherwise legally permitted. All written content  is for information purposes only. It is not intended to provide any tax  or legal advice or provide the basis for any financial decisions. All  investing involves risk including loss of principal. Past performance  does not guarantee future results. Zen Financial Planning, LLC is not  affiliated with or endorsed by the Social Security Administration or any  government agency. Images and photographs are included for the sole  purpose of visually enhancing the website. None of them are photographs  of current or former Clients. They should not be construed as an  endorsement or testimonial from any of the persons in the photograph.


Client accounts are held with Charles Schwab & Co., Inc. 

ADV Part 2A & 2B 1.10.25 (pdf)

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Privacy Policy - 1.10.25 (pdf)

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Fee Table 1.10.25 (pdf)

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Zen Financial Planning, LLC

300 Brickstone Square, Suite 201, Andover, MA. 01810

(978) 216 -9941

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