Live well now.
Plan wisely for later.
I help you align your time, health, and money—so you can stop waiting for "someday" and start living the life you actually want today.
Why I left the cockpit
To help you stop waiting for "Someday"
You've been told to sacrifice now and live later
But what if later never comes?
Time Keeps Slipping
You're waiting for "someday" to enjoy your life—until it slips away.
Disconnection from purpose
You're drifting from the purpose that once drove you.
Success Without Fulfillment
Looks good on paper, but doesn't feel right inside.
I believe your finances should support your purpose and your future. Because life is too short to delay what matters most.
Your Financial Guide
Meet Zach Rodriguez
After navigating personal trials and professional transitions, Zach founded Outlive Financial Planning, a Registered Investment Adviser, to help people live with more clarity, confidence, and intention. As the founder of an RIA firm and a holder of the Series 65 license, he is legally qualified to deliver comprehensive investment and financial planning advice. Zach is a member of the Fee-Only Network and NAPFA (National Association of Personal Financial Advisors), affirming his commitment to transparent, client-first service. His work has also been recognized in outlets like Barron’s, where he shares insights on supporting military service members through intentional financial planning.
As a values-first, fee-only financial planner, Zach brings a rare combination of strategic insight, transparency, and deep empathy to every client relationship.
Zach Rodriguez
Founder & Lead Planner, Outlive Financial Planning
"My mission is to help you stop outsourcing joy to 'someday'—and start building a life you don't want to retire from."
Don't just take my words
"Zach helped me navigate a major life decision that had been weighing on me for years. His perspective brought clarity, confidence, and peace of mind—something I couldn’t find elsewhere. Working with him changed the trajectory of my life, and I still lean on his guidance today."
Kim B.
Healthcare Administrator
"I originally reached out to Zach for help with a specific investment decision, but I walked away with so much more. His insight, clear thinking, and practical approach made everything feel doable. The project-based plan was exactly what I needed, and I’d work with him again in a heartbeat."
Ricky R.
Maritime Executive
"As a business owner with a lot on my plate, I needed someone to cut through the noise. Zach brought calm to the chaos—and asked questions I hadn’t thought to ask. I’m still working with him today and continue to value the clarity he brings to my business and finances."
Robin J.
Chiropractor
The Outlive Process
In just three steps
A simple plan for designing your financial life with purpose.
Clarify What Matters Most
Begin with a discovery conversation (or two) to uncover your values, priorities, and long-term vision to help us both get clear on what matters—and whether we’re a good fit to work together.
Organize Your Financial Life
Gather documents & build a financial plan aligned with your life—not just your income.
Start Living Intentionally
Begin making decisions that reflect what matters most—and a relationship that grows as life evolves.
Let’s build a life worth living — now!
How We Can Work Together
A range of practical, personalized solutions to help you feel confident and clear—whether you're looking for a long-term planning relationship or a one-time check-in.
See My ServicesOngoing Financial Planning
Purpose-driven holistic financial
planning partnership
Investment Management
Custom portfolios built for transparency,
tax efficiency, and control
One-Time Financial Plans
A holistic, one-time plan for
DIYers ready to optimize
Estate Planning
Guide you through the process of
creating a personalized Estate Plan
Advisory Services
Hourly or project-based help for life's big decisions
— from military bonuses to business transitions
Want to start living with more intention
but not quite ready to book a call?
Take the Outlive Quiz—a 5-minute check-in to help you assess how well your time, health, and money are aligned with the life you actually want.