Resources for Billd: Strategies for a

Brighter Financial Future

Tue, July 19, 2022 | 12 pm CT

Resources for Billd: Strategies for a

Brighter Financial Future

Tue, July 19, 2022 | 12 pm CT

Topics To Be Covered

Tips for Better
Budgeting​

Identify how to save in order to achieve your goals.

The Value of Financial Planning for Retirement​

Understand how to plan for retirement by exploring money risks.

Investing & Allocating Your Assets ​

Explore how you can allocate your assets based on your priorities.
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The Right Financial Planning Solution for You​

Discover the alternatives you have to grow your wealth.

Meet a Qualified
Financial Planner​

Learn about the value that a professional wealth advisor can have for your financial life.

Questions and
Answers

Resolve all your doubts and discuss with an expert.

Meet The Experts

Katelyn Bombardiere, CFP® 

Zoe Certified Advisor 

Katelyn is a Financial Advisor at Commas, where her goal is to make clients feel financially secure by creating personalized financial plans to achieve their desired money goals.
She is passionate about helping the “everyday” investor, aiming to build client relationships that feel like friendships and teams up with clients to work through the “puzzle pieces” of their financial lives.

Jeff Neikrie

Head of Business Development at Zoe

With over 10 years of experience in business development and leadership roles, Jeff is an expert in helping businesses find financial planning resources and solutions for their employees. In his role as Head of Business Development at Zoe, Jeff’s focus has included working to develop strong partnerships with thousands of Zoe Certified Financial Advisory practices in the United States. His expertise ensures each company’s employee finds the right solution for their unique goals.

Meet The Experts

Katelyn Bombardiere, CFP® 

Zoe Certified Advisor 

Katelyn is a Financial Advisor at Commas, where her goal is to make clients feel financially secure by creating personalized financial plans to achieve their desired money goals.
She is passionate about helping the “everyday” investor, aiming to build client relationships that feel like friendships and teams up with clients to work through the “puzzle pieces” of their financial lives.

Jeff Neikrie

Head of Business Development at Zoe

With over 10 years of experience in business development and leadership roles, Jeff is an expert in helping businesses find financial planning resources and solutions for their employees.
In his role as Head of Business Development at Zoe, Jeff’s focus has included working to develop strong partnerships with thousands of Zoe Certified Financial Advisory practices in the United States. His expertise ensures each company’s employee finds the right solution for their unique goals.

How Zoe Makes Finding An Advisor Easy

We accelerate your wealth creation, starting by demystifying the archaic wealth management industry. The majority of advisors out there provide cookie-cutter financial plans and high-fee investment management services. They earn fat commissions for pushing products and insurance, despite it not always being in their clients’ best interests.

You deserve better. The best rated financial advisors used to be reserved only for the ultra-wealthy. Zoe changes that. Our matching algorithm connects you with the best advisors based on your goals and preferences so that you can choose the one that feels right for you.

All Zoe Advisors have been carefully vetted through our proprietary due diligence process, which qualifies only the top 5% of advisors in the United States. Interview premier advisors who lead with actual financial planning, specializing in working with families just like yours, provide transparent fees and honest services, and actually deliver value and peace of mind.

Watch The Full Webinar On Demand

Ready to Grow Your Wealth?

Let us connect you with the best financial advisor near you

Ready to Grow Your Wealth?

Let us connect you with the best financial advisor near you