About My Financial Zen
After coaching hundreds of customers for more than two decades, it became obvious that there was a huge gap in personal financial services. Most solutions are designed from a product-driven approach, rather than a personal needs-based approach.
This led us to design a holistic approach to financial health. We created a process that uncovers potential financial risks in your life. Next, we provide resources for you to develop new routines that build financial strength over time. We show you how to find a healthy balance between preparing for the unexpected and investing in your dreams.
Start building a life you love today.
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