Our Firm

At Zen Financial Planning, LLC, we are dedicated to simplifying the financial lives of individuals, families, and business owners. Our holistic approach helps you understand where you stand today and provides clarity about where you’re headed tomorrow.

We take the time to truly understand your goals and priorities, crafting a customized strategy that organizes your financial life and aligns with your vision for the future. From defining clear targets to creating a step-by-step plan, we ensure you know exactly what needs to be done to reach your destination.

With Zen, your investments are thoughtfully organized to work in harmony, creating a unified financial strategy. Through regular conversations, we’ll not only keep you on track but also be your trusted partner in tackling complex financial challenges as they arise.

What sets us apart is our unwavering commitment to delivering an exceptional client experience. We pride ourselves on providing personalized service, expert guidance, and the kind of support that allows you to focus on what truly matters—your family, friends, and personal passions.

At Zen Financial Planning, our mission is simple: to empower our clients by simplifying their financial lives. We provide comprehensive wealth management solutions that free up your time, so you can focus on the people and activities that bring you joy.

As an independent firm, we are free from outside influences, ensuring that every decision we make is in your best interest. Our open-architecture approach allows us to provide truly tailored advice and solutions, with your goals at the forefront of everything we do.

Above all, we are committed to delivering exceptional customer service, creating a positive and meaningful experience for every client we serve.

Take the first step toward a more organized and confident financial future. Call us today at 978.216.9941 or email us at info@zenfp.com. Let Zen Financial Planning help you turn your goals into reality.