Nice to meet you!
What’s your name?
Where are you located?
Zoe has great advisors all across the country.
How old are you?
Each stage of your life is financially unique.
Under 30
30s
40s
50s
60s
70+
Are you married?
Your marital status helps us understand the complexity of your finances
Married
Divorced
Single
Separated
Prefer not to say
How close are you to retiring?
Your advisor’s expertise should align with your retirement plans.
10+ years
5-10 years
1-5 years
Less than 1 year
Already retired
What would you like to accomplish (Max 3)
Your needs are matched with the advisor’s specialties.
Home Purchase
Manage New Wealth
Pay Down Debt
Plan for Retirement
Improve Investment Strategy
Plan for College Savings
Employee stock options
Family Planning
Optimize Tax Strategy
Plan for College Expenses
Maximize Savings
Social Security Planning
Create or Refine Estate Plan
Evaluate Insurance Needs
Retirement Spending Strategy
Charitable Giving
Required Minimum Distribution Strategy
What’s your occupation?
Some fields require unique financial advice.
What is your household income?
This enables an advisor to create a more customized solution for you.
Under $50k
More than $500k
What are your total savings?
Include retirement accounts, investments, and cash. This gives us an idea of your financial situation.
Under $50k
$10 mil+
Are you comfortable meeting with an advisor virtually?
We want to make sure location isn’t a limit to meeting your financial goals.
Yes, I want the best match
No
Not sure
Almost there! Is this you?
Edit
Occupation
Marital status
Retiring in
Goals
Income
Savings
Online advisory
, we’ve found three great advisor matches for you!
Your information is confidential and protected.
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