My Financial Zen’s 5 Levels of Financial Wellness:

  • MANAGE – Optimize Cash-Flow
  • PROTECT – Reduce & Eliminate Risks
  • BORROW – Build Strong Credit Power
  • GROW – Asset Accumulation & Increase Net Worth
  • TRANSFER – Leave a Legacy

What We Do

Our Financial Coaches work with you to build a strong financial wellness strategy. Learn to Save Well and Spend Wisely.

We help you successfully plan and take action in five strategic areas: MANAGE, PROTECT, BORROW, GROW and TRANSFER. 

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.

TRANSFER – develop an intentional vision of the people and organizations you want to impact in your lifetime and beyond. 

How We Do It

We develop a personal financial wellness action plan for you over a four week coaching program, as follows:

Week 1: EXPLORE – we help you clarify the people and things that matter most to you

Week 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

Week 3: EXECUTE – we create an action plan that prioritizes those things that are urgent, critical and important

Week 4: EQUIP – we provide resources, tools and referrals to the expertise you need to succeed long term

Each week includes a 1-hour call, assignments and access to your coach via email or text for any questions that might come up between calls.

At the conclusion of the four week financial coaching program, you receive a detailed summary of your results with personalized action items for you to begin building a strong financial future!

Want to learn more? Schedule a free 30 minute introductory call today. Can’t find a time that works for you? Send us a message at .

Ready to get started? Purchase your Financial Coaching Package HERE and schedule your first session.

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