Zen Zone Financial Wellness

About Us

Zen Zone Financial Wellness: Financial Clarity for Life’s Big Decisions

Founded by John Hall (MBA, CSA, PMP), Zen Zone Financial Wellness is a daily money management and decision support practice. We serve clients in person across the Bay Area and virtually anywhere.

We serve three groups. For seniors and their families, we organize finances, track spending, manage bills, complete tax organizers, look for savings in every budget line, and analyze long-term care and housing decisions. We also help seniors feel safer with their money and with technology. For rising professionals, from their 20s into their 50s, we help with budgeting, debt, the sandwich-generation squeeze of college costs and caring for a parent, and everyday choices like buying a car. For real estate investors, we provide customized analysis to support buy, sell, and hold decisions.

Zen Zone works alongside your wealth advisor, CPA, and estate attorney, not in place of them. We coordinate deposits and withdrawals with advisors, help locate the documents needed to settle trusts, and provide forensic financial analysis when families need clarity on care-related spending. We also negotiate with creditors, set up Quicken or Monarch, and integrate small business financials into owners’ personal planning.

Zen Zone is a member of the American Association of Daily Money Managers and is bonded and insured. We partner with senior advisors and home care agencies. Free discovery calls are available.

John Hall, Founder
650-249-ZENZ (9369) | john@zenzonefinancial.com | www.zenzonefinancial.com