Zach Ashburn, CFP®, EA Reach Strategic Wealth

About Zach Ashburn, CFP®, EA, AFC®

I specialize in working with the self-employed and entrepreneurs. My clients are business owners, side-hustlers, and those who are consulting in their retirement years. My unique blend of financial counseling, tax planning, and financial planning is designed to help you navigate these exciting transitions as you pursue your goals of higher income, increased flexibility, and showing your values to your peers and the next generation. Moving beyond only asset management, clients may be provided goal setting, career planning, and family vision exercise as they explore the next stages of the financial and life plans.

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Recently Published

When to Hire vs. DIY

September 21, 2021

     We're back! After a short break we are here to have more quick conversations to help change your financial train of thought.
     Do you ever put off getting projects or repairs done because you think you should be doing it yourself? Are you strapped for time with the family but also have a long list of chores to do (or wish were done)? Today we're talking through how we, as professional financial advisors, view assigning value to your time and a few ways to help make decisions you can feel good about when it comes to paying for work or doing it yourself.

Do you have suggestions for episodes? Reach out to Zach or Ben with your question at:

MNfuohea@ErnpuFgengrtvpJrnygu.pbz

Ora@ThvqrSC.pbz

The Dollar Derail is intended for general information and entertainment purposes only and should not be considered investment, tax, or legal advice or as a recommendation for the purchase or sale of any security. Zach is the founder of Reach Strategic wealth and Ben is the founder of Guide Financial Planning, 2 unaffiliated fee only Registered Investment Advisors.

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How to Optimize Credit Card Rewards

August 31, 2021

As we've discussed in previous episodes we think there is a strong case for doing your regular spending on a credit card. However, between points, cash back, and intro offers, shopping for a credit card can feel as overwhelming as managing your budget itself. In this episode Zach and Ben discuss how to make the most of your credit card's benefits and, possibly more importantly, when to stop caring and go about your business as usual. 

Do you have suggestions for episodes? Reach out to Zach or Ben with your question at:

MNfuohea@ErnpuFgengrtvpJrnygu.pbz

Ora@ThvqrSC.pbz

The Dollar Derail is intended for general information and entertainment purposes only and should not be considered investment, tax, or legal advice or as a recommendation for the purchase or sale of any security. Zach is the founder of Reach Strategic wealth and Ben is the founder of Guide Financial Planning, 2 unaffiliated fee only Registered Investment Advisors.

Read the full post →

How Should I Give Money to Charity?

August 24, 2021

Most of the people that we work with are generous but the decision to give money away isn't the same as the decision of how  to give money away. In this episode Zach and Ben unpack this complex topic to explore ways you may be able to optimize your charitable giving for both your family and the causes you want to support.

Do you have suggestions for episodes? Reach out to Zach or Ben with your question at:

MNfuohea@ErnpuFgengrtvpJrnygu.pbz

Ora@ThvqrSC.pbz

The Dollar Derail is intended for general information and entertainment purposes only and should not be considered investment, tax, or legal advice or as a recommendation for the purchase or sale of any security. Zach is the founder of Reach Strategic wealth and Ben is the founder of Guide Financial Planning, 2 unaffiliated fee only Registered Investment Advisors.

Read the full post →

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Ideal Clients

  • Business Owners
  • Christian Business Owners
  • Self-Employed Individuals

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $237.50+/mo
  • Quarterly Fee: $712.50+/qtr
  • Flat Fee: $250+/engagement
  • Hourly Fee: $250+/hr
  • Assets Under Management: 0.35%

SEC Records

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