Financial Wellness begins with building healthy financial habits

This step-by-step handbook delivers practical financial guidance so you can confidently build a solid financial foundation.

Learn key ratios and strategies for each of the 5 Stages of Financial Wellness:

  • Manage
  • Protect
  • Borrow
  • Grow
  • Gift

Financial Zen Academy


Financial Wellness 101

The Ultimate Financial Handbook

A comprehensive step-by-step guide to building a solid financial foundation.

  • key financial ratios you need to monitor
  • pay down debt while you save & invest
  • learn how to protect your income & assets
  • start making an impact in your community & world

Financial Zen 1:1 Coaching

Are you ready to take your Financial Health to the next level? Work with one of our Financial Coaches to build a solid financial foundation and reach your goals.

We offer an affordable monthly membership that gives you the flexibility to schedule coaching sessions to meet your ongoing needs. Check out FINANCIAL ZEN 1:1 COACHING to learn more.