Zen Zone Money Management

We help clients formulate and implement a long-term, diversified investment strategy based on our Outsourced CIO (OCIO) operational platform.

We provide customized financial and personal planning services that allow you to easily and confidently make decisions that are both day-to-day and life-changing. When that happens, you are one step closer to the Zen Zone.
About Us

 Zen Zone Money Management

True Partnership

We offer cash flow projections and actively look for potential savings. We sweat the details to ensure what you’ll have to invest is estimated as accurately as possible.

30+ years experience

The Right Stuff. Zen Zone Principal John Hall has over 30 years experience with Quicken and Excel and over 20 years in health care, with special focus on finance, bills, hospital operations, and extended care.

Serving All Generations

Service for All Generations from Gen Z through the Silent Generation, Zen Zone can cover your financial planning needs.

Zen Zone Money Management

Your life is unique. Yet most of us face similar challenges at every stage of life: health struggles, multi-generational responsibilities, personal relationships, and searching for meaning and satisfaction in life. When managed consistently and creatively, money can be a helpful tool to meet these challenges. When money is not managed well, it can take on a life of its own and soon money becomes your master instead of your servant.

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Projects Done

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Years Experience

About Us

Customized services

Have it your way. We offer service packages but are flexible in pricing and scope.

We're Tech-Savvy

We extract, synthesize, collate and analyze data from all your real estate, bank, and credit card statements and deliver insightful data via paper or electronic reports.

But we make it easy

We make it easy for you. Technology should make your life easier, not harder. That’s why we sweat the tech details so you don’t have to.

Key Services

The best service we offer for you

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Cash Management

Through timely, accurate Quicken reporting and communication, Zen Zone will provide for a low price, a clear view of your monthly cash flow by category.

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Financial organization & Coordination

Overwhelmed with paper and digital disorganization? Help is on the way.

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Real Estate Investment Consultation

Do you have more than 1 investment property? Zen Zone Principal John Hall has 20 years of experience as a real estate investor.

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Health Care & Retirement Lifestyle Support

Zen Zone will leverage its experience with the hospital, clinical, and extended care systems to research eligibility for benefits

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Clients we Service

For Young Professionals

Today’s young adults are the best educated, most prepared generation ever. Yet they face perhaps the most challenges ever with high student loan debt, rising inflation.

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For Investors

While many types of investments have impressive long-run (i.e., more than 10 years) track records, they require extreme patience for one to realize actual gains.

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For reinvention & retirement

In both planning for and being in retirement or reinvention, it’s often the little things that somehow become the big things.

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Our Mission

John Hall, President of Zen Zone, has an MBA in Finance from the University of Chicago, one of the nation’s top finance graduate schools. In addition, he has spent over 20 years in corporate and operational finance in 3 leading healthcare organizations: Kaiser Permanente, Stanford Health Care, and UCSF. He is a long-time self-described Quicken and Excel junkie in both his personal and investing reporting. 

John started Zen Zone when he realized that:

  • People sleep better when they have an honest, accurate picture of their current and projected financial cash flow. Getting this picture takes time that for most people is better spent on their careers, families, and interests.
  • Optimizing cash flow, especially on the expense side,  is an art in itself and requires discipline, relevant data, creativity, and strong commitment.
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Customer Review

“John has prepared my taxes, budgeting and cash flow tracking and forecasting for the past 15 year. He is reliable, consistent, and a great listener. I always feel more educated on financial matters when I meed with him.”

Marie H.

“John has prepared my taxes, budgeting and cash flow tracking and forecasting for the past 15 year. He is reliable, consistent, and a great listener. I always feel more educated on financial matters when I meed with him.”

Marie H.

“John has prepared my taxes, budgeting and cash flow tracking and forecasting for the past 15 year. He is reliable, consistent, and a great listener. I always feel more educated on financial matters when I meed with him.”

Marie H.

“John has prepared my taxes, budgeting and cash flow tracking and forecasting for the past 15 year. He is reliable, consistent, and a great listener. I always feel more educated on financial matters when I meed with him.”

Marie H.

Frequently Asked Questions

Check out the questions below and gain more clarity on what working with Zen Zone will look like.

If it’s determined that client needs can best be met through on-site meetings, John Hall can commute within a 30-minute radius of his home in Redwood Shores, CA. Under most circumstances, he will work remotely and meet with the client through Zoom.

Though we do require a minimum $500 payment, if you are not fully satisfied, we offer a refund that will be spelled out in the work agreement.

The time commitment is not set in stone, however, all work agreements contain a $500 minimum payment.

The timing of results will depend on the condition.