What makes Z Financial Planning, LLC different? We are fee-only financial advisors. We do not sell financial products or receive commissions. Our compensation is earned by providing you with the advice you are looking for to reach your goals.
Financial Planning is a process not a product. It involves proactively reviewing YOUR current situation and identifying YOUR goals. We can coordinate all areas of your financial life including taxes, investments, insurance, estate planning, retirement planning and budgeting - then help you choose the options and recommendations that will work best for YOU. After all they’re your goals. Finally, working with you, we take the steps necessary to make sure that your goals are implemented.
Contact us to schedule a free, no-obligation initial consultation. We can talk about your financial concerns and objectives and the solutions we provide. If there is a match, we can talk further about working together.