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It all starts with a conversation
Zuma Financial Advisors, LLC, incorporated in 2013, was envisioned as a financial planning firm where we can dream of, plan for, and implement steps toward healthy goals. When I think about what makes me happy, immediately my mind travels to Zuma Beach in Malibu, California, where I spent weekends relaxing and refreshing my mind when I landed in California after college. Why not name a company about a serene place with the goal of living out the Golden Years on the Golden Coast? It sounded delightful, and from there, we work to help clients on a trajectory toward their OWN happy place.
It all starts with a conversation. First, we identify then define goals, and plan out what it will take to meet them in the short and long term. It is particularly important to implement steps each year and review them when we meet. We reevaluate and tweak the steps where necessary to focus the lens as the future becomes clearer for all parties. It is quite fun to talk about where we previously were, the current position, and how to get closer to where we want to be!
Zuma was built by developing a healthy partnership, working to help clients understand and prioritize THEIR wealth, delaying no further. Our clients laugh with us, surprised that finance can be approachable, strengthening, and enjoyable.
— Annie Mussoni Morrison, CSA, CRPC®, AAMS®