Understanding Zoe´s

Financial Plan Subscription

When it comes to hiring a financial advisor, navigating advisor fees is tricky. But with Zoe’s Financial Plan Subscription, it doesn’t have to be!

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How Much Is It?

$1000

Every 3 months. First payment due upfront, then billed every 3 months.

The Zoe Guarantee

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Zoe guarantees your satisfaction. If you don’t find value in the service after 3 months, get your money back. 

Retirement Planning

Your advisor will create and implement the strategy to achieve your retirement goals.

Investment Strategy

Your advisor will build a personalized portfolio tailored to your needs and risk tolerance.

Tax Planning

Your advisor ensures tax optimization by monitoring your finances in conjunction with changing tax laws.

Education Planning

Your advisor helps you save the right amount in the ideal type of education savings account.

Employee Benefits & Stock Options

Your advisor will review options to ensure you are maximizing employee benefits and correctly exercising your stock options.

Q

Finding the right advisor is about connecting with someone who understands you and your needs, not about trying to dissect confusing fee structures. Zoe’s Financial Planning Subscription relieves the hassle, with a simple and transparent subscription.

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