Wall Street Zen Logo

Thank you for your interest in
Zen Alpha 500.

This strategy is available exclusively through a partnership between WallStreetZen and Financial Gym Advisors. Please answer the brief questions below to help us create the best experience for you.

A Few Questions Before Your Call

    1. Having been a client of WallStreetZen, how much conviction do you have in the Zen Ratings model?

    LowMediumHighVery High

    2. What are your overall investment goals?

    Building long-term wealth.Preparing for retirement.Managing a business or executive compensation.Reducing financial stress and improving organization.I'm not sure and need guidance.

    3. Which of the following best describes your overall investable assets?

    Less than $250,000.$250,000–$1 million.$1 million–$5 million.More than $5 million.

    4. Approximately what percentage of your investable assets would you consider investing in the Zen Alpha strategy?

    Less than 10%10%-24%25%-49%50% plus

    5. Assuming the Zen Alpha strategy fits your needs, how soon are you looking to invest in the strategy?

    As soon as possible.Within the next 1–3 months.Within the next 6 months.I'm just gathering information for now.

    We will not share your personal information

    Your information will be securely sent to and stored in Google Sheets for the purpose of processing your form submission.
    Life Planning

    Life Planning

    Your money should support your life — not the other way around.
    Life Planning begins with clarity. We help you define what matters most your career, family, lifestyle, and long-term goals then build a financial path that supports those priorities. This is an ongoing, collaborative process that evolves as your life changes.
    What We Do

    ✦ Clarify your values and long-term vision
    ✦ Map major life milestones
    ✦ Build a written financial plan aligned to your goals
    ✦ Create step-by-step action plans
    ✦ Adjust your plan as your life change

    What It Is Not

    ✗ A one-time plan that sits in a drawer
    ✗ Generic retirement projections without context
    ✗ Advice based on someone else’s definition of success

    Cash Management

    Cash Management

    Strong foundations create flexibility and confidence.
    Cash management is the starting point of financial progress. We help you organize income, spending, savings, and debt so your money has direction and purpose.
    What We Do

    ✦ Review income and spending patterns
    ✦ Build sustainable monthly systems
    ✦ Create savings strategies
    ✦ Develop debt payoff plans
    ✦ Establish emergency reserves

    What It Is Not

    ✗ Restrictive budgeting
    ✗ Judgment about past decisions
    ✗ Expense tracking without a strategy

    Investing

    Disciplined strategy over market noise.
    Investing should align with your goals, timeline, and comfort with risk. We integrate your portfolio into your broader financial plan so it works in coordination with everything else.
    What We Do

    ✦ Define an appropriate investment strategy
    ✦ Design diversified portfolios
    ✦ Implement and manage investments
    ✦ Monitor and rebalance
    ✦ Coordinate investing with tax and cash flow planning

    What It Is Not

    ✗ Day trading
    ✗ Market timing
    ✗ Trend chasing or speculation
    ✗ One-size-fits-all portfolios

    Tax Strategy

    Tax Strategy

    Proactive planning, not last-minute surprises.
    Taxes influence many financial decisions. We help you think ahead so your income, investments, and long-term plans are structured thoughtfully and efficiently.
    What We Do

    ✦ Identify tax-efficient savings strategies
    ✦ Coordinate retirement contributions and withdrawals
    ✦ Evaluate capital gains planning
    ✦ Support charitable strategies
    ✦ Collaborate with your CPA

    What It Is Not

    ✗ Tax preparation services (unless separately engaged)
    ✗ Aggressive tax schemes
    ✗ A replacement for your CPA

    Risk Mitigation

    Protecting what you’re building.
    Financial planning is not only about growth. It is also about safeguarding your progress. We help identify potential risks and put appropriate protections in place.
    What We Do

    ✦ Review insurance coverage
    ✦ Evaluate employer benefits
    ✦ Assess investment concentration risk
    ✦ Discuss emergency planning
    ✦ Coordinate beneficiary designations

    What It Is Not

    ✗ Product-driven insurance sales
    ✗ Fear-based planning
    ✗ Over-insuring without analysis

    Legacy Planning

    Clarity for the people and causes that matter.

    Legacy planning ensures your assets and intentions are carried out according to your wishes. We coordinate your financial accounts and estate documents so everything works together properly.

    What We Do

    ✦ Review wills and trusts
    ✦ Coordinate beneficiary designations
    ✦ Align account titling
    ✦ Facilitate family conversations when appropriate
    ✦ Collaborate with estate attorneys

    What It Is Not

    ✗ Drafting legal documents
    ✗ Planning only for the ultra-wealthy
    ✗ Estate tax strategy alone