Zdenek Financial Planning develops customized personal financial plans for clients seeking to achieve and maintain financial independence. For clients who have already achieved financial independence, our financial planning work with them focuses on wealth preservation.

In working with clients who are business owners our financial planning work can help them more effectively manage the finances of their companies and increase business profitability. As these clients appreciate, good financial planning for their businesses can have a significant, positive impact on their own personal wealth building as well.

Unlike some other organizations at which financial planning may be just a sideline to their business, Zdenek Financial Planning does not believe that a cookie-cutter or “off-the-rack” approach to creating a financial plan is in a client’s best interest. One size does not fit all.

That’s why the financial plan we develop for each client is a custom tailored product.

Every financial plan we develop takes into account a client's lifestyle milestone objectives such as retirement, education funding, future financial security for family members and other personal desires. A client’s financial plan also includes our strategic analysis of their current financial situation and our specific recommendations for wealth building and wealth preservation. This includes addressing tax and estate planning, funding college education for children or grandchildren, insurance planning, debt management, cash flow management, stock option strategies, business management, investment management and portfolio risk management.

Through this process, we create customized cash flow and investment targets for each client from which all financial decisions can then be based. In addition, we apply our proprietary approach to our clients’ situations to help them find additional cash flow, which they can then add to their wealth or spend as they please.

Moreover, we don't stop there leaving our clients to go it alone. Through our proprietary process, we help our clients implement, monitor and update their financial plans. We look out for changes, on an on-going basis, in our clients’ financial lives and, so, ensure the targets and strategies we created together are still a match for their current and future needs.

Our proprietary process for wealth management, registered with the U.S. Patent and Trademark office, has drawn national and regional recognition by publications such as Worth, Medical Economics and The New York Times.