Zoe released an in-depth analysis on the benefits of receiving financial advice

Published December 19, 2019 

Results show that receiving financial advice increases the quality of life and reduces stress as a result of financial freedom.

Zoe released a special report entitled The Freedom of Advice: Findings on the Value of an Advisor with insightful research regarding affluent Americans’ relationship with their wealth. The report found that by receiving sound advice, fears around wealth dissipate. With decreased fear, one feels safer, more in control, and ultimately more financially free. 

Zoe | Advice's Impact on Life Quality

There are people who, despite their financial accomplishments and success, feel stuck in the ‘hard-working’ class. For many, fear of seeming incompetent despite their wealth holds them back from asking for advice; ultimately trapping them in a “catch-22” between fear of losing their wealth and fear of advice. 

Since our relationship with wealth is so complex, it can be challenging to understand how allowing someone else to provide guidance or the ability to manage the details of our financial lives can yield higher control, freedom, and happiness. In fact, Zoe’s research is conclusive on how seeking advice enables individuals to attain higher levels of satisfaction and even achieve better outcomes. 

You can find Zoe’s full analysis here: zoefin.com/freedomofadvice 

For press inquiries, contact:  [email protected]

Disclosure: This material provided by Zoe Financial is for informational purposes only.  It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product. Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written.  Economies and markets fluctuate.  Actual economic or market events may turn out differently than anticipated.  Facts presented have been obtained from sources believed to be reliable.  Zoe Financial, however, cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. 

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