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:
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.
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