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Schedule a Free Intro Call with Fee-Only Financial Planner Zach Rodriguez

Based in San Diego and working virtually with clients across the country.

Your first step is to book a 30-minute introductory call. During this call, we'll talk about what's on your mind and how I can help. The purpose of this call is to see if working together makes sense.

What to expect in our intro call:

  • A relaxed conversation to begin getting to know each other
  • A chance to share your top questions or concerns
  • Guidance on next steps if we both feel it's a good fit
  • Your spouse or partner is welcome to join

Use the calendar below to schedule a time that works for you.

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Want to explore my take on health, money, and time before we chat?

You can find insights, stories, and conversations here:

Instagram, TikTok, YouTube | @TrueWealthZach

  • Short videos on time, health, finances and intentional living.

X (Twitter) | @zach_rod

  • Sharp takes on wealth, freedom, and the future of planning.

Linkedin | Zach Rodriguez

  • Professional insight, thought leadership and updates.

Want to reach out and chat more?

Cash Flow / Budgeting
Estate Planning
Bitcoin Planning
Tax Planning
College Planning
Bitcoin Education
Investments
Military Transition
Longevity Planning
Real Estate Investing
Other
Retirement Planning

Frequently Asked Questions

What do we talk about on the first intro call?

The intro call is a free 30-minute conversation where I want to understand your situation, what you are looking for in a financial planner, and whether Outlive is the right fit. We typically cover where you are financially, what is keeping you up at night, and what a great outcome looks like for you. I want to make sure I can actually help you before we go any further.

Do you work with clients virtually or in person?

Primarily virtually which is how I serve clients across the country. For clients local to San Diego, in-person meetings are available. Either way the planning process and the level of service are exactly the same.

Time. Health. Purpose.

I believe true wealth means having the freedom to spend your time well, invest in your health, and integrate your money with what matters most.