Our Process

Zen Financial Planning, LLC is a dedicated  to helping our clients build wealth and protect their hard-earned  assets. Our firm is completely independent, so our loyalty belongs  exclusively to our clients.

The process we follow in completing a total financial strategy consists of:

• Gathering and analyzing your  financial situation to develop a clear picture of your specific needs,  assets, liabilities, and risk tolerance;
• Designing  a financial strategy that takes into account the full range of needs  you have now, and those needs you may have in the future; and
• Periodically  reviewing your strategy, consulting with you to make appropriate  adjustments, and assisting you in keeping your plan on track.

We work exclusively on fee-based  compensation. This approach takes commissions out of the equation and  helps ensure that you receive objective advice that fits your particular  needs and situation, not some hidden agenda. It also means that we are  here for you, ready to offer ongoing financial guidance whenever you  need it, whether or not you are ready to invest.