To Zenith, it’s important to create some definition around what financial planning means to us.
Financial planning is personal, and it’s limitless. We find a lot of meaning in providing a plan designed around you and those important to you. We are your financial liaison, your estate manager, and partner on your financial journey. All things personal finance, all the time.
Thinking about the future can be daunting and trying to understand the complexities of retirement adds a layer of confusion that can lead to people pushing off planning. Partnering with Zenith, we will help you set goals, understand how to maximize money earned, and give you peace of mind for the future no matter where you are at in your planning.
This is perfect for you if you are looking for a partner to help design and implement each phase of your financial plan, including:
This is perfect for you if you are an individual early in your wealth building journey with a household income less than $80,000. You are motivated to start on the right track with your financial decisions but are not ready for a more comprehensive engagement.
Learn more about our approach, our meeting topics, and more in this short video.