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.
Are you interested in our packages? Click below!
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.