Where mindfulness meets wealth

Experience financial planning with intention, clarity, and purpose. We believe in creating wealth that aligns with your values and enhances your life's journey.

begin your journey

our philosophy

Financial wellness is not about accumulation, but about creating harmony between your resources and your life's purpose.

01

simplicity

We remove complexity from financial planning, focusing on what truly matters for your peace of mind.

02

balance

Finding equilibrium between growth and security, ensuring your wealth serves your life, not the other way around.

03

purpose

Every financial decision should align with your deeper values and contribute to your overall well-being.

mindful services

conscious investing

Build wealth with awareness. Our investment strategies focus on sustainable growth while maintaining alignment with your personal values and risk comfort.

explore approach
Conscious investing

purposeful planning

Create a financial roadmap that honors your life's journey. We help you plan for the future while staying present to today's opportunities.

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Financial planning

mindful retirement

Transition into your next chapter with grace and security. Our retirement strategies ensure you can focus on what matters most.

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Retirement planning

"Wealth consists not in having great possessions, but in having few wants."

— Epictetus

our process

listen

We begin by deeply understanding your values, goals, and what financial wellness means to you.

1
2

align

We create strategies that harmonize your financial resources with your life's purpose and values.

simplify

We distill complex financial concepts into clear, actionable steps that feel manageable and meaningful.

3
4

nurture

We maintain an ongoing relationship, adjusting as your life evolves and ensuring continued alignment.

begin with intention

Take the first step toward financial clarity and peace of mind.

visit

888 Tranquil Way
Suite 200
Serenity Bay, CA 94025

connect

support@zenyrahealth.com
+1 (415) 555-0126

hours

Monday - Friday
9:00 AM - 5:00 PM
By appointment

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