Testimonials

  • I’ve been married for 15 years, and I realized that, although I was contributing to the household, I wasn’t fully aware of our financial situation. Zen helped me take control by providing a clear statement of our assets and debts and an in-depth analysis of our monthly expenses. She created a roadmap for me to better understand our finances. Working with Zen has made me so much more aware and confident about our finances.

    Alisha S.

  • At the most stressful time, it was reassuring to have Zen guide me in my predicament. Divorce is never easy. It felt like walking through a dangerous forest blindfolded. She relieved the fear that something is going to suddenly blindside you. Her first-hand experience with a difficult divorce and her professional experience give her the insight to guide you through the most complex dealings. Zen has the listening skills of a master and when you add her wisdom, you can lean into that for much needed support in the most trying times. I feel so lucky to have found her.”

    Elena G.

  • As I entered my retirement years, I realized I needed a clear understanding of my financial situation for the first time in my life. Zen helped me get organized with a full assessment of my financials and expenses. She was kind, patient, and explained everything in a way that made sense to me. I now feel much more secure and in control. Zen gave me the confidence I needed to take the next steps. I can't thank her enough for giving me the tools to finally "know my numbers!"

    Sarah T.