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This is your space to explore, ask questions, and get guidance that fits your life—not someone else’s idea of it. Whether you're building, rebuilding, or retiring, we’re here to help you move forward with confidence.
🧘♂️ No pressure. No product pitches. Just real financial insight—on your terms.
20 Minutes
Welcome to your Zen Dhandho Foundational Session. This 1-on-1 is designed to help you build your financial base—covering savings, budgeting, and stability. Whether you're starting fresh or looking to reset, this is your chance to ask questions and walk away with next steps.
🧘♂️ No pitch. No pressure.
💡 Just real clarity to get you moving forward.
Complete the short intake if you’d like a custom Starter Plan after our call.
30 Minutes
Welcome to your Zen Dhandho Wisdom Session. We’ll focus on protecting your income, growing your portfolio, and getting intentional with your next money moves. Perfect for mid-career professionals ready to level up.
🧘♂️ No pressure. Just smart perspective.
💡 Ask what matters, learn what works, and walk away with momentum.
Complete the short intake if you’d like a personalized Momentum Plan after our session.
30 Minutes
Welcome to your Zen Dhandho Thrive Session. Whether you're 3–5 years from retirement or already there, we’ll map out your income, taxes, Social Security, and peace-of-mind strategy.
🧘♂️ No pitch. No stress.
💡 Just focused planning to help you thrive in this next chapter.
Complete the intake if you’d like a custom Thrive Plan to reference after we meet.
Choose a time that works for you and complete the quick intake form.
We'll meet 1-on-1 (Zoom or phone), go over your goals, and tackle your top financial questions.
Walk away with clear next steps and tailored resources—at no cost.
We don't sell products or manage assets. We provide clarity—on your terms.
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