Growing the Pie and All its Slices
Growing families and aging parents can leave you stuck smack in the middle of the sandwich generation, always on the lookout for more resources to support your ambitions and those you love. Zen Zone can help maximize those resources in a painless way so you can work smarter, not harder.
Your Personal Real Estate Money Manager
If you’re investing in residential properties to provide steadily growing passive income, consider Zen Zone as your real estate strategic partner and bookkeeper. We can also see how your other investment accounts’ investment allocations line up with the timing of your upcoming major financial objectives. Having a stronger sense of this connection will get you on the way to a true Zen Zone.
The Prime of Life,
With all its responsibilities
- Losing ground with inflation?
- Getting close to a child entering college?
- Not saving enough for retirement?
- Seeking housing for elderly parents?
How you might feel:
- Weight of the world?
We can get you off the treadmill of despair and onto thinking out of the box.
By identifying both spending patterns and opportunities for savings in both time and money and being the strategic link to your financial planner, CPA, and Tax Preparer, waste will be down dramatically. You can’t control everything, but you can rest easy that what is under your control is efficiently managed.
Services of Focus
As the time and financial demands on most of us continue to grow prior to retirement, Zen Zone can help put you at peace with having solid plans, creative tools, and personal support. So you can be at your best when it counts.
Real estate portfolio assistance and investment tracking & analysis
If you’re a real estate investor we can save you hours every month consolidating property management statements and providing an insightful portfolio report. With years of real estate investment experience, Zen Zone can also provide a portfolio review of your properties. We look at both performance to date as well as head and tailwinds that could impact future performance. Lastly, we can look holistically at your portfolio of real estate and other investments to see how its cash flow and risk profile lines up with your future cash flow needs.
Through timely, accurate Quicken reporting and communication, Zen Zone will provide for a low price, a clear view of your monthly cash flow by category. Our more value-added packages include annual budget planning and tracking, as well as long-term goal setting, and cash-flow projections. These services provide natural inputs to your tax preparer, CPA, and financial planner.
Financial organization & Coordination
Overwhelmed with paper and digital disorganization? Help is on the way. Zen Zone can organize important financial, legal, and medical files in paper and digital form and equally important, free up your storage by eliminating duplicate files.
In our 30-minute complimentary session, we’ll discuss your needs and make sure we can meet them. This may be through one or more of the packages below, or it may be through a unique, customized program with a price to be determined.
Real Estate Special
$199/month for 1-2 properties
$299/month for 3-5 properties
$75/month for every property after 5
Monthly Quicken Actuals Reporting
Debt and Expense Tracking
Tay Preparation Documents
1-3 properties: $199/month
4-6 properties: $299/month
7+ properties: $399/month
Portfolio Review available for $299
The Current State & Organizing Your Life
Monthly Quicken Actual Reporting
(based on paper records)
Debt and Expense Tracking
Credit Card Account Monitoring & Reconciliation
Organize financials, medical, and legal documents
(paper & electronic)
Laser Focus + Investment Review
Everything in The Current State & Organizing Life Package
Set up online banking
Bil Paying (manual or electronic)
Psychology of Money discussion
Plan Budget Enforcement
Actual vs. Budget Reporting & Commentary
Tax Preparation Package for Tax preparer
Quarterly Review cash / investment accounts for risk appropriation to goals
Zen State Protection
Everything in Laser Focus & Investment Review
Identify & respond to possible fraudulent/incorrect charges
Negotiate and manage debt obligations
Quarterly Financial Counseling Written Commentary: Savings, Debt, Reduction
Ideas, progress vs goals
Cash flow projections: determine fow long existing funds will last
Liason to CPA, Estate Attorney on billing and documentation matters
Medical package/personal care
Advocate in the event of denied claims
Research eligibility for VA, Medicare/Medicaid benefits
Assist HR search for appropriate home care, assisted living, etc.
Take personal assets inventory for estate, trust and tax planning
Digital help with computers, phones, communications with family & friends
$80/hour or as negotiated
How does it work?
We believe in transparency and clear steps so by the time you sign up you already know what to expect and what's the next step.
Fill out "Contact Us" form below
You can fill out the form at the bottom of the page and Zen Zone will contact you within 48 hours to set up a Needs Assessment call.
Proposal sent to you withing 1 week
A "needs assessment" call or in-preson visit at your convenience
Let's dive in!
In order to keep an accurate and reliable schedule, Zen Zone requires a response within 2 weeks of receiving the proposal. The response could be Accept, Deny, or an offer to negotiate the terms of the proposal. We aim to have a resolution of our path moving forward within 1 month of the client’s receiving the original proposal.
Frequently Asked Questions
Check out the questions below and gain more clarity on what working with Zen Zone will look like.
Do you work remote, on site, or both?
If it’s determined that client needs can best be met through on-site meetings, John Hall can commute within a 30-minute radius of his home in Redwood Shores, CA. Under most circumstances, he will work remotely and meet with the client through Zoom.
Are you a Certified Financial Planner (CFP) or Registered Agent (RA) (i.e. a certified tax preparer), or a Fiduciary?
Not at this time. However, John offers services that can overlap and certainly link with these professions. Specifically:
- John will work with the client on assumptions and model cash flow projections that can be shared with a CFP. He can also offer recommendations on real estate portfolio allocation within the context of a broader portfolio, a service CFP’s often touch provide because they focused on mutual funds, stocks and bonds.
- John can prepare simple tax returns on software such as Turbo Tax, particularly is the client does not normally itemize deductions. He will not prepare more complex taxes. However, he can work directly with your tax preparer to provide any needed inputs for schedules, such as donations, interest payments, and real estate net income.
- John is not a licensed fiduciary, responsible for ensuring proper care for incapacitated clients. He can help fiduciaries with the client’s paper and electronic file organization, as well as bill paying and cash flow management.
What do you charge?
Zen Zone offers standard packages which are described in detail, including price, elsewhere on this site. Customized programs are also available, with pricing to be negotiated.
How do you accept payments?
Check, Paypal, Venmo, Zelle
How much of my personal information will I need to share? Will Zen Zone have need access to my financial accounts' login ID and password?
Can I get a trial to see if this works for me?
Though we do require a minimum $500 payment, if you are not fully satisfied, we offer a refund that will be spelled out in the work agreement.
Is there a minimum time someone needs to commit?
The time commitment is not set in stone, however, all work agreements contain a $500 minimum payment.
How fast can I see results?
The timing of results will depend on the condition.
How often do we meet?
This will vary by the client's budget, logistics, and availability, as well as the nature of the work required to meet the client's goals?
Will you provide training to me to learn how to do this stuff?
You will receive training and documentation to use any tools or reports that
are produced by Zen Zone.
Now that you’ve seen how Zen Zone can add value, please contact us for a complimentary 30-minute discovery call appointment.
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