Chelsea has been my financial planner since 2021, and she has truly been a game-changer for me. I've made incredible progress with my personal finances working with her.
Her ability to model potential outcomes and guide me through tough decisions has given me confidence in making choices about real estate, further education, taxes, and more. I can’t imagine accomplishing the milestones I have over the past few years without her in my corner—offering valuable introductions, talking through ideas, double-checking critical documents, and more.
Beyond her financial expertise, I appreciate Chelsea’s empathy and understanding. She truly gets that financial decisions are, at their core, life decisions.
Overall, she's given me peace of mind and amazing progress. I would definitely recommend her and the Zenith team!
Relationship to Financial Advisor: Client as of Nov 28, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.