We have a network of personal finance experts that we throughly vet to ensure they are in the top 5% of their respective specialization. Their areas of expertise include: tax, insurance, wealth planning, financial planning, estate planning. They are there to provide you with personalized, objective advice. No "hard sell".
1. Quick diagnostic
Answer a few questions so that we can focus on your specific needs.
2. Interview expert
We find you the perfect match and you interview them to decide whether they meet your needs.
At Zoe, we are passionate about inventing the future of personal finance & we do so by involving the client in every step of the process.
We know that life can be busy, and even with the best intentions we often put our financial lives on the back burner.
Even if we know that we should get professional advice, its difficult to know where to start looking or who to trust.
Our network of financial professionals in the insurance, investment & advisory spaces that are in the top 5% of their specialization. Once we know what you need, we recommend the best person for the job - saving you the time of searching and giving you the peace of mind that we referred them, which means that we are confident in their ability to provide you with exceptional advice and service.
Part of this great service is attributed to our collaboration tool that allows you to chat directly with your experts, in real time. It's like having a financial expert on speed dial! And you can include your family members in the chat so that you don't have to keep relaying information to each other - saving you countless financial dinner-time conversations!
"At Zoe, we are passionate about knowledge & transparency. Our goal is to empower clients with the right information to make the financial decisions that are best for them."