Value Packages

Zen Zone offers a variety of comprehensive service packages at a fraction of the total cost if you bought these services from separate providers. And you’re more than welcome to create a customized package.

Money Management Packages

Prices for these packages will be based on the projected resources required.

Services

Level 1

Income, Debt, and Expense Reporting

Monthly



Credit Card Account Monitoring and Reconciliation

Monthly



Identify and respond to possible fraudulent/incorrect charges

Monthly



Organization of financial, medical, and legal documents

Monthly



Bill paying & Check Deposit

Monthly



Psychology of Money Discussion

One time



Goal setting

Annually



Budget Creation

Annually



Tax Supporting Document Preparation

Annually



Seek best options for credit cards and loans

Annually



Financial Counseling

Performance vs. Budget & Goals
Savings ideas
Cash Flow Projections

Annually



Liaison to CPA, Estate Attorney on Billing & Documentation Matters

Annually



book a free call

Money Management Packages

Prices for these packages will be based on the projected resources required.

Services

Level 2

Income, Debt, and Expense Reporting

Monthly



Credit Card Account Monitoring and Reconciliation

Monthly



Identify and respond to possible fraudulent/incorrect charges

Monthly



Organization of financial, medical, and legal documents

Monthly



Bill paying & Check Deposit

Monthly



Psychology of Money Discussion

One time



Goal setting

Annually



Budget Creation

Annually



Tax Supporting Document Preparation

Annually



Seek best options for credit cards and loans

Annually



Financial Counseling

Performance vs. Budget & Goals
Savings ideas
Cash Flow Projections

Annually



Liaison to CPA, Estate Attorney on Billing & Documentation Matters

Annually



book a free call

Money Management Packages

Prices for these packages will be based on the projected resources required.

Services

Frequency

Level 1

Level 2

Income, Debt, and Expense Reporting

Monthly



Credit Card Account Monitoring and Reconciliation

Monthly



Identify and respond to possible fraudulent/incorrect charges

Monthly



Organization of financial, medical, and legal documents

Monthly



Bill paying & Check Deposit

Monthly



Psychology of Money Discussion

One time



Goal setting

Annually



Budget Creation

Annually



Tax Supporting Document Preparation

Annually



Seek best options for credit cards and loans

Annually



Financial Counseling

Performance vs. Budget & Goals
Savings ideas
Cash Flow Projections

Annually



Liaison to CPA, Estate Attorney on Billing & Documentation Matters

Annually



book a free call

Real Estate Packages

Prices for these packages will be based on the projected resources required.

Services

Frequency

Level 1

Level 2

Budget Creation

Annually



Income and Expense Reporting

Monthly



Financial Counseling

Performance vs. Budget & Goals
Savings ideas
Cash Flow Projections

Quarterly



Tax Preparation Documents

Annually



Property Portfolio Review

Annually



book a free call

Real Estate Packages

Prices for these packages will be based on the projected resources required.

Services

Level 1

Budget Creation

Annually



Income and Expense Reporting

Monthly



Financial Counseling

Performance vs. Budget & Goals
Savings ideas
Cash Flow Projections

Quarterly



Tax Preparation Documents

Annually



Property Portfolio Review

Annually



book a free call

Real Estate Packages

Prices for these packages will be based on the projected resources required.

Services

Level 2

Budget Creation

Annually



Income and Expense Reporting

Monthly



Financial Counseling

Performance vs. Budget & Goals
Savings ideas
Cash Flow Projections

Quarterly



Tax Preparation Documents

Annually



Property Portfolio Review

Annually



book a free call

Medical Package / Personal care

Prices for these packages will be based on the projected resources required.

Services

Advocate in the event of denied claims

As needed

Research eligibility for VA, Medicare/Medicaid Benefits

As needed

Assist HR Search for appropriate home care, assisted living, etc.

As needed

Take personal assets inventory for estate, trust, and tax planning

As needed

Digital help with computers, phones, communications with family and friends

As needed

book a free call

Medical Package / Personal care

Services

Advocate in the event of denied claims

As needed

Research eligibility for VA, Medicare/Medicaid Benefits

As needed

Assist HR Search for appropriate home care, assisted living, etc.

As needed

Take personal assets inventory for estate, trust, and tax planning

As needed

Digital help with computers, phones, communications with family and friends

As needed

book a free call

Contact Us!

Now that you’ve seen how Zen Zone can add value, please contact us for a complimentary 30-minute discovery call appointment.

Photos from Pexels and Unsplash.