Discover My Financial Zen’s 5 Areas of Financial Health:
- MANAGE – Optimize Cash-Flow
- PROTECT – Reduce & Eliminate Risks
- BORROW – Build Strong Credit Power
- GROW – Asset Accumulation & Increase Net Worth
- GIVE – Leave a Legacy
What We Offer
My Financial Zen offers a monthly membership that provides flexibility and ongoing support. Schedule virtual coaching sessions for guidance and accountability. Reach your coach by email or text any time you have a question.
Our Financial Coaches work with you to build a strong financial wellness strategy.
We help you successfully plan and take action in five strategic areas:
MANAGE – optimizing cash flow to meet current needs and to negotiate balance of income & expenses.
PROTECT – managing the risks of everyday life. We’ll review your current risk management strategy and identify gaps.
BORROW – making sure your financial decisions contribute to building a strong credit risk. This includes paying attention to your debt-to-income and credit utilization ratios.
GROW – build a reserve for emergencies and personal wellbeing. Learn how to increase your potential for returns.
GIVE – develop an intentional vision of the people and organizations you want to impact in your lifetime and beyond.
Setting You Up for Success
The Onboarding Process:
We begin with identifying your financial strengths and greatest risks. Next, we design a personal financial wellness action plan based on your results. The first 4 coaching sessions focus on setting you up for long-term success:
Session 1 – EXPLORE – we help you clarify the people and things that matter most to you
Session 2 – EVALUATE – we take a deep dive into your current cash flow and risk strategies to identify obstacles and gaps that are preventing you from living a life you love
Session 3 – EXECUTE – we create an action plan that prioritizes those things that are urgent, critical and important
Session 4 – EQUIP – we provide resources, tools and referrals to the expertise you need to succeed long term
What Your Membership Includes:
- 30-minute video coaching sessions – as often as needed
- Email recap with specific action items to keep you on track
- Ongoing support from your coach via email or text for any questions that might come up between sessions
After your Onboarding coaching sessions, you will continue to have access to your coach as you focus on building specific financial habits and strategies. Ongoing financial coaching sessions will help you continue working towards your goals and building financial resilience.
Ready to get started? Start your Financial Zen Coaching membership HERE and schedule your first session.