Our contact was very helpful in hearing… Our contact was very helpful in hearing out our needs and working to match us with individuals she felt would have the expertise we required. Our work with her was haulted a few times due to some challenges in our family, but she remained connected and patient throughout.

My experience with Zoe was very… My experience with Zoe was very positive. The people I spoke with were knowledgeable and very helpful. It was a good experience for me as a person who did not know where to start with my financial planning. It was so easy!

I had an excellent experience working… I had an excellent experience working with Paul to find the right advisor for my needs. He was very helpful and made me feel very comfortable in choosing someone to help me with my financial needs.

excellent match making My advisor listened to what I was looking for in a financial advisor--fee only, supportive of progressive values--and picked the woman we are going to entrust our entire financial future to. I am very pleased with the recommendation. Zoe is paid on an ongoing basis by the advisors who match with clients via their referrals,so it benefits them to choose high quality advisors who will have long-term relationships with happy clients. So far, so good!

Loved my experience with Zoe Loved my experience with Zoe! Paul contacted me very soon after I completed the questionnaire to fine tune the choices. Paul quickly set up appointments and checked in regularly during the process. Love the financial planner that I ultimately hired!!