Whatever You Do, Don’t Forget the Culture

Creating a culture that embraces your beliefs, values, and goals, applies as much to your clients as it does to your employees. To create a culture is to create a physical and mental environment of like-minded individuals who align with your goals as a business owner.

By Kelli Sweeting | August 24, 2016

Meet Our Financial Planning and Analysis Team

Our office has a well-deserved reputation for being a fun place to work – and it’s all because of the people! I interviewed our Financial Planning and Analysis (FP&A) team so you can get to know the women behind the money at Zen Planner. Without further adieu: the first installment in our new “Meet Our…” series.

By Kelli Sweeting | August 15, 2016