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DZ Financial Coaching
Start Here!
Money Talks Quiz
$97 Money Strategy Session
FAQs
Blog
Media
Work With Me
1:1 Coaching
Group Coaching
The Nest Egg Playbook
Financial Wellness Workshops
take the quiz
Folder: Start Here!
Back
Money Talks Quiz
$97 Money Strategy Session
FAQs
Blog
Media
Folder: Work With Me
Back
1:1 Coaching
Group Coaching
The Nest Egg Playbook
Financial Wellness Workshops
take the quiz
The Missing Link
Financial Planning, Money Strategy Dee Zimmerman 11/30/24 Financial Planning, Money Strategy Dee Zimmerman 11/30/24

The Missing Link

You’re working hard and doing your best but without a clear financial plan, you’re stuck spinning your wheels. Let’s uncover the missing link and get you moving with clarity and confidence.

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Life Is Expensive!
Financial Planning, Budgeting, Money Mindset Dee Zimmerman 11/19/24 Financial Planning, Budgeting, Money Mindset Dee Zimmerman 11/19/24

Life Is Expensive!

Life’s gotten more expensive but giving up isn’t the answer. If you feel stuck on the treadmill, there is a way forward. Let’s talk about how to take back control, manage what you can control, and start building the financial future you actually want.

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Insurance Rates Are Out of Control!
Budgeting, Financial Planning, Practical Tips Dee Zimmerman 9/21/24 Budgeting, Financial Planning, Practical Tips Dee Zimmerman 9/21/24

Insurance Rates Are Out of Control!

Insurance premiums are out of control and you’re not imagining it. If you’re frustrated, you’re not alone. But don’t give up! Let’s break down why this is happening and what smart, practical things you can do to get your costs back under control.

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Our Investing Story
Investing, Financial Planning, Retirement Dee Zimmerman 9/20/24 Investing, Financial Planning, Retirement Dee Zimmerman 9/20/24

Our Investing Story

My husband and I made some classic investing mistakes—chasing returns, lack of diversification, even swing trading. But those mistakes taught us how to build a simpler, smarter investment strategy. I’m sharing our story so you can skip the learning curve and start strong.

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Set It And Leave It
Investing, Financial Planning, Retirement Dee Zimmerman 8/17/24 Investing, Financial Planning, Retirement Dee Zimmerman 8/17/24

Set It And Leave It

Automated this post while pretending it’s summer in tennis paradise because "set it and leave it" doesn’t just apply to vacations! It’s a mindset for long-term investing too. But here’s the kicker: do you actually know what you’ve “left it” in?

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Retirement Is A Number, Not An Age
Retirement, Financial Planning, Investing Dee Zimmerman 2/7/24 Retirement, Financial Planning, Investing Dee Zimmerman 2/7/24

Retirement Is A Number, Not An Age

Retirement isn’t tied to an age and it’s tied to a number. A number that reflects your income gap, nest egg, and the life you want to live. Whether you're 45 or 65, the goal is freedom and not a finish line.

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Your Paycheck In Retirement
Retirement, Financial Planning, Income Strategy Dee Zimmerman 1/17/24 Retirement, Financial Planning, Income Strategy Dee Zimmerman 1/17/24

Your Paycheck In Retirement

Retirement means creating your own paycheck. From pensions to side hustles, knowing your income sources (and your gap) helps you transition from saving to spending…confidently.

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