What Is Your Wealth Score?
Discover if you are on track to building wealth.
Use Zoe’s new calculator to assess your finances by answering questions about income, spending, savings, insurance, and debt.
About Zoe
Zoe is a wealth platform that connects you the right trustworthy, credentialed, and experienced wealth advisor for your needs. Financial advice should come from unbiased and certified professionals. That’s why Zoe’s extensive vetting process qualifies only the top 5% of managers in the United States.
Best Online Financial Advisor 2022
Series A Led by Softbank
Most Innovative Companies 2022
Zoe Certified
Advisors
Assets Under Administration (AUA)
About Zoe
Zoe is a wealth platform that connects you the right trustworthy, credentialed, and experienced wealth advisor for your needs. Financial advice should come from unbiased and certified professionals. That’s why Zoe’s extensive vetting process qualifies only the top 5% of managers in the United States.
Best Online Financial Advisor 2022
Series A Led by Softbank
Most Innovative Companies 2022
Zoe Certified Advisors
Assets Under Administration (AUA)
The results from Zoe’s Wealth Score Calculator are intended for educational and illustrative purposes only. The output of the calculator should not be construed as tax, legal, financial or investment advice. Results may vary with each use and over time. No representations, warranties or guarantees are made as to the accuracy of any estimates or calculations.
The projections or other information calculated in this calculator are based on the information entered by the user, are completely hypothetical in nature, and may vary based on each user or use cases. The outcomes do not reflect actual investment results and are not guarantees of future results. The calculator may use one or more third party providers to generate the projections.
Zoe Financial Inc. is not a tax or legal advisor. You shall be completely responsible for any investment or financial decisions made based on the projections in the calculator or any personal circumstances, goals, risk tolerance, and cash needs. In addition, Zoe Financial Inc. is not liable for any potential damage as a result of using this calculator. Please consult a qualified tax, legal, or financial advisor for your situation.
Past performance is not a guarantee of future results.
Discover if you are on track to building wealth.
Use Zoe’s new calculator to assess your finances by answering questions about income, spending, savings, insurance, and debt.
The results from Zoe’s Wealth Score Calculator are intended for educational and illustrative purposes only. The output of the calculator should not be construed as tax, legal, financial or investment advice. Results may vary with each use and over time. No representations, warranties or guarantees are made as to the accuracy of any estimates or calculations.
The projections or other information calculated in this calculator are based on the information entered by the user, are completely hypothetical in nature, and may vary based on each user or use cases. The outcomes do not reflect actual investment results and are not guarantees of future results. The calculator may use one or more third party providers to generate the projections.
Zoe Financial Inc. is not a tax or legal advisor. You shall be completely responsible for any investment or financial decisions made based on the projections in the calculator or any personal circumstances, goals, risk tolerance, and cash needs. In addition, Zoe Financial Inc. is not liable for any potential damage as a result of using this calculator. Please consult a qualified tax, legal, or financial advisor for your situation.
Past performance is not a guarantee of future results.
Ready to Grow Your Wealth?
Let us connect you with the best financial advisor for you to understand and improve your wealth score
Ready to Grow Your Wealth?
Let us connect you with the best financial advisor near you
Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. The observations of industry trends should not be read as recommendations for stocks or sectors.