Be the peaceful center of your finances
Zen is a full-service financial firm specializing in the following:
- Financial Planning
- Financial Literacy & Education
- Precision Risk Evaluation & Investment Matching
- Tax-Efficient Distribution Strategies
- Investment Management
- Portfolio Stress Testing
- Stock Option Strategies
- Financial Advisor Evaluation
- Finance App Walk-Through
- 401(k) Assistance
- Long-Term Care Insurance
- Life Insurance
- Certified Divorce Financial Advisor® Practitioner
I can work with all fee arrangements, including Fee-Only. I am transparent with them and will work to find the best value for your specific needs.
Click a service listed above for more detailed information on each offering.
I'm here to help educate you about the concepts of financial management and develop a better understanding of your financial life so you can be the peaceful center of your finances.