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

We also work closely with our clients to help them more effectively manage the finances of their companies and increase business profitability.

Each plan considers a client's lifestyle milestones such as retirement, education funding, future financial security for family members and other personal desires. We also provide a strategic analysis by addressing the architecture of wealth building and wealth preservation, tax and estate planning, education planning, 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 each client’s situation to help them find additional cash flow which they can then add to their wealth or spend as they please.

However, 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 on an on-going basis to meet the changes in the client's financial life and ensure the targets and strategies we created are still a match for their current and future needs.

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