Live well now.
Plan wisely for later.
Fee-Only Fiduciary Financial Planner for High-Income Millennials and Families
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"
In this short video, Zach shares why he built Outlive Financial Planning to prioritize your time and your health. From a near-death helicopter crash landing aboard a Navy aircraft carrier to studying soil and human health, his path led to one insight: the way we think, spend, save, and invest shapes how we live. If you're ready to align your finances with what actually matters, Outlive was built for you.
You've been told to sacrifice now and live later
But what if later never comes?
Financial Planning That Protects Your Time
You're waiting for "someday" to enjoy your life—until it slips away.
Fee-Only Advice Aligned With Your Purpose
You're drifting from the purpose that once drove you.
High-Income, But Something Still Feels Missing
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
Zach grew up watching his mother build a chiropractic practice around prevention, not treatment. Before he was ten, his father beat cancer. And in the cockpit of a Navy helicopter, he survived a near-death mishap that changed how he thought about time, risk, and what actually matters.
Those experiences shaped everything, including a lifelong passion for longevity science, why he left the Navy, why he studied soil science, and why he built a financial planning firm around living well now, not just saving for later. As the founder of Outlive Financial Planning, a Registered Investment Adviser and Series 65 licensee, he is legally qualified to deliver comprehensive investment and financial planning advice. Zach is a member of the Fee-Only Network, affirming his commitment to transparent, client-first service.
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."
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
Comprehensive planning for your time, health, and money
Investment Management
Custom portfolios built for transparency,
tax efficiency, and control
One-Time Financial Plans
A one-time plan for self-directed people 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.