A Goal without a Plan is just a Wish

March 1,2018


Financial Planning is managing lifestyle choices. We all want the pool, the nicer house, the great family trip, and other fun things now. We also want a great retirement at an early age, our kids to go to the best schools, and to leave a legacy to those great kids. The challenge is balancing today’s fun for tomorrow’s happiness. You have limited resources and limited ability to earn additional resources. The burning questions are: How much do you have to sacrifice today for rewards in the future? What is most important to you?

Let’s work together to create a unique plan so you can reach your goals. Following a plan will bring peace of mind, not just wishful thinking.

You provide information about your needs and goals; I provide the strategic financial knowledge for you to reach those goals. Our partnership will create your roadmap for financial success.



David Zoda

3421 W. Davis Street, Suite 125

Conroe, TX 77304

Phone: 936 756-4912

Fax: 877-830-8625

Email: davidzoda@zodafinancial.net