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  • Home
  • About Zoe Financial
    • About Us
    • Meet The Founder
    • FAQs
    • Join Zoe Network
  • Why You Need a Financial Plan
  • How to Find a Financial Advisor
    • How to Find an Advisor
    • Advisor Vetting Process
    • How to Interview an Advisor
    • Financial Advisor Fees
  • Find An Advisor
1The Story of Zoe Financial: How A Simple Bedtime Question Turned Into a Company

The Story of Zoe Financial: How A Simple Bedtime Question Turned Into a Company

Jan 8, 2019

I wanted to reflect for a moment on how Zoe came to be, and why we do what we do. We launched back in February 2018—and it’s been an absolute whirlwind. At Zoe, we match consumers with independent, fee-only financial advisors. In just a few months, we exploded from zero to thousands of matches across […]

2My Farewell to Learnvest

My Farewell to Learnvest

May 3, 2018

In 2009, a sharp and driven Harvard business school student named Alexa Von Tobel decided that the world of financial planning had for too long been a luxury that only the wealthy could afford and she wanted to change that. With the mission of making financial planning affordable, accessible, and even delightful, Learnvest was born. […]

3The Transformation of Travel

The Transformation of Travel

Apr 5, 2018

Elon Musk is promising we will be able to fly anywhere in the world in less than half an hour in the not so distant future. Insane if you think about it. Truth be told, modern travel is already nothing short of miraculous. The farthest reaches of the world are accessible in a mere number […]

4It’s the thought that counts

It’s the thought that counts

Feb 14, 2018

It’s that time of year again – Valentines Day. The consumerism, the love in your face, the PDAs [insert eye roll emoji here], they’re back! That said, if you are in a relationship, you probably end up doing something regardless of the negatives, because let’s face it – who can really snub a day in […]

5Chicken Wings, Pizzas & Beers: Super Bowl LII, The Numbers

Chicken Wings, Pizzas & Beers: Super Bowl LII, The Numbers

Jan 31, 2018

The Philadelphia Eagles and New England Patriots will be facing off this upcoming Sunday in Super Bowl LII. With the Patriots hot off their win last year and the Eagles entering the Super Bowl for the first time since their 2004 face-off with the Patriots, it looks to be a fierce game in cold Minneapolis. […]

6Top Blogs of 2017

Top Blogs of 2017

Dec 12, 2017

I say the same thing every year – how is it December already?! The years seem to just fly by and every December we’re left asking ourselves “where did all the time go?”. Well in my case, and the rest of the team here at Zoe, the last year has been a whirlwind of positives. Our […]

7Team Lannister vs. Team Targaryen: Who Should the Iron Bank “Bank” On?

Team Lannister vs. Team Targaryen: Who Should the Iron Bank “Bank” On?

Aug 28, 2017

When we consider the major players in the Game of Thrones, the Iron Bank of Braavos definitely isn’t the first to come to mind! But the biggest bank in the Seven Kingdoms shouldn’t be underestimated. Back in Season Four, Tywin tries to explain the importance of the Iron Bank to Cersei: “One stone crumbles and […]

8How much does a Game of Throne’s dragon cost?

How much does a Game of Throne’s dragon cost?

Jul 18, 2017

Here’s a question I would like to propose… How much is a dragon worth? My guess, $9.75 BILLION! This past Sunday I woke up with the biggest smile on my face. After months of trading theories with friends and watching trailers on YouTube, the new season of Game of Thrones was finally here. I prepared […]

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