Finding Financial Zen in 2021

We’re Here to Simplify Personal Finance

Our goal from the very beginning has been to reduce the chaos and noise around personal financial management. We are on a mission to provide clear insights on improving financial wellness. We define financial wellness as living life in such a way that your personal values and priorities are fully realized. This happens when you optimize all of the resources available to meet your current and ongoing needs. Resources can come from nature, labor, capital or technology.

Personal financial growth comes from self-awareness and self-evaluation. When you identify what matters most, you will have a clearer vision of the life you want to live. This is a continuous process as you learn new skills and access new resources. Life is a journey of exploration, discovery and experiences.

Financial Wellness 101

We believe that building a solid financial foundation is like building a home. Financial wellness begins with gaining a solid grasp on managing your day to day finances. It takes time to find your flow and develop healthy financial habits. There are a lot of moving parts to track and evaluate. It can feel a bit overwhelming at times.

Over the past few months we have been busy creating a self-paced course to help you find Financial Zen in 2021. In February we launched the Financial Wellness Academy on Our first course is called “Financial Wellness 101: The Five Stages of Building a Solid Financial Foundation“. It is a self-paced course that runs about 60 minutes long and is divided into 6 distinct sections: Financial Wellness, Manage, Protect, Borrow, Grow and Gift.

The Financial Zen Community

We believe that life doesn’t happen in a vacuum. Every day we face internal and external circumstances that impact our financial health. That’s where community can make a difference. When we normalize financial struggles and questions by sharing our journey with others, together we become stronger and more resilient. Today we also launched The Financial Zen Community group on Facebook. We would love for you to be a part of this closed group! Just send us a message to receive an invitation to join.

The Financial Health Tracker

One of the most valuable tools we are working on is the Financial Health Tracker. By answering a few quick questions about your current financial profile, you can discover your Financial Health Score. Your score reflects a compilation of your financial strengths and potential risks. Your results include a downloadable PDF summary with personalized action steps just for you. Our automated version of the Financial Health Tracker will be available by the end of March 2021. Stay tuned!

We’ve been working hard to create valuable content and tools to help you build a life you love. Your feedback and comments help us stay on the right track, because our mission is to provide customer-driven financial resources. Let us know what you want us to cover.


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