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Meet our many fiduciary financial planners from across the US

All of the planners in our network are Zoe Certified. Simply put, we reject 95% of financial advisors & planners so you don’t have to.
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The value of working with a fee-only financial planner

2x
Individuals with a financial plan are twice as likely to reach their goals.

- Boston consulting Group
81%
A good financial planner can increase your returns by as much as 81%*.

- Vanguard
23%
A financial advisor can increase retirement income by average 23%.

- Morningstar
* Assuming increased returns of 3% per year for 20 years.

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Real financial planning should pay off today... not in 10 years time
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