Financial Wellness begins with building healthy financial habits

Through patient collaboration, My Financial Zen delivers practical financial courses that help you build a solid financial foundation.

You will learn best practices and guidelines for each of the 5 Stages of Financial Wellness: Manage, Protect, Borrow, Grow and Gift.

Financial Zen Academy


Financial Wellness 101

The 5 Stages of Building a Solid Financial Foundation

Your financial house is built in multiple stages. In this course you will learn about the five stages of building a solid financial foundation: Manage, Protect, Borrow, Grow and Gift.

Financial wellness is experienced when your daily actions and decisions fully align with your personal vision and mission. It becomes a reality as you develop healthy financial habits and behaviors, and focus on the things you can influence and control.

This course is divided into 6 sections that you can take at your own pace. Total estimated time is 60 minutes.

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.