Personal Finance Tools
Personal Finance Tools
Personal Finance Tools
Use Zoe's Interactive Tools to help plan, prepare, and navigate the financial decisions and
life events that affect and influence your financial well-being.
Use Zoe's Interactive Tools to help plan, prepare, and navigate the financial decisions and
life events that affect and influence your financial well-being.
Use Zoe's Interactive Tools to Help Plan, Prepare, and Navigate the Financial Decisions and Life Events That Effect and Influence Your Financial Well-Being.
Built from Zoe's industry insights, research and exclusive data.
Built from Zoe's industry insights, research and exclusive data.
Retirement Tools
Use Zoe’s retirement tools to help you decide where, when and how you’re going to retire comfortably.
Use Zoe’s retirement tools to help you decide where, when and how you’re going to retire comfortably.
Use Zoe’s retirement tools to help you decide where, when and how you’re going to retire comfortably.
Are You on Track to Retire?
Are You on Track to Retire?
Five quick questions, no login required. See where you stand on retirement in under two minutes.
Five quick questions, no login required. See where you stand on retirement in under two minutes.
Five quick questions, no login required. See where you stand on retirement in under two minutes.
Where Should You Retire?
Where Should You Retire?
Tell us what matters most, from budget to climate to family, and discover the places that fit the retirement you want.
Tell us what matters most, from budget to climate to family, and discover the places that fit the retirement you want.
Tell us what matters most, from budget to climate to family, and discover the places that fit the retirement you want.
Investing Tools
Use Zoe’s tools to understand your investor profile and whether your portfolio's risk matches your goals.
What Type of Investor Are You?
What Type of Investor Are You?
Answer eight quick questions to discover your investor type and get a personalized profile.
Answer eight quick questions to discover your investor type and get a personalized profile.
Answer eight quick questions to discover your investor type and get a personalized profile.
Is Your Portfolio Taking the Right Risk?
Is Your Portfolio Taking the Right Risk?
A 60-second self-assessment to see how far your portfolio’s risk is from where it should be for your goals.
A 60-second self-assessment to see how far your portfolio’s risk is from where it should be for your goals.
A 60-second self-assessment to see how far your portfolio’s risk is from where it should be for your goals.
Financial Health Tools
Use Zoe’s financial health tools to see where your finances stand today and comparisons to others at your phase of life.
What’s Your Financial Health Score?
What’s Your Financial Health Score?
Answer a few questions and get a personalized score with a clear, jargon-free explanation of where your money stands.
Answer a few questions and get a personalized score with a clear, jargon-free explanation of where your money stands.
Answer a few questions and get a personalized score with a clear, jargon-free explanation of where your money stands.
How Does Your Net Worth Compare?
How Does Your Net Worth Compare?
See how your net worth stacks up against others your age, and what it says about your financial future.
See how your net worth stacks up against others your age, and what it says about your financial future.
See how your net worth stacks up against others your age, and what it says about your financial future.
Life Event Tools
Use Zoe’s financial tools to prepare for life's big transitions: inheritance, divorce, or the sale of a business.
Are You Ready for an Inheritance?
Are You Ready for an Inheritance?
Answer six quick questions and get a personalized checklist of the key steps to take when receiving or managing an inheritance.
Answer six quick questions and get a personalized checklist of the key steps to take when receiving or managing an inheritance.
Answer six quick questions and get a personalized checklist of the key steps to take when receiving or managing an inheritance.
Going Through a Divorce?
Going Through a Divorce?
Get a personalized financial checklist so nothing slips through the cracks while you untangle your finances.
Get a personalized financial checklist so nothing slips through the cracks while you untangle your finances.
Get a personalized financial checklist so nothing slips through the cracks while you untangle your finances.
Planning to Sell Your Business?
Planning to Sell Your Business?
Map out what a sale could mean for your finances and the key decisions to make before, during, and after the deal.
Map out what a sale could mean for your finances and the key decisions to make before, during, and after the deal.
Map out what a sale could mean for your finances and the key decisions to make before, during, and after the deal.
Financial Advisor Tools
Use Zoe’s advisor tools to understand what financial advice should cost and whether you're paying a fair fee.
How Much Should You Pay an Advisor?
How Much Should You Pay an Advisor?
Take our 60 second quiz to see what advisors typically charge, or compare your current fee to the market fee.
Take our 60 second quiz to see what advisors typically charge, or compare your current fee to the market fee.
Take our 60 second quiz to see what advisors typically charge, or compare your current fee to the market fee.
Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. The observations of industry trends should not be read as recommendations for stocks or sectors.
Investment advisory services are provided by Zoe Financial, Inc. (Zoe Financial), an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. Learn more about Zoe Financial on the SEC’s Investment Adviser Public Disclosure website. Brokerage services are provided by Zoe Securities LLC and Apex Clearing Corporation, members of the Financial Industry Regulatory Authority Inc. (FINRA) and Securities Investor Protection Corporation (SIPC). Learn more about Zoe Securities and Apex on FINRA’s BrokerCheck website.
The information in the visuals above is for illustrative purposes only and does not represent an actual user's account, balance, or return. Zoe Financial does not provide tax or legal advice.
Explore the Zoe Wealth Platform with AI
Some of this content may have been generated with the assistance of AI. Please review and sense-check all outputs, as AI tools can occasionally produce incomplete or inaccurate information.
(646) 680-9244
support@zoefin.com
666 Third Ave, 6th Floor
New York, NY, 10017
Copyright © 2026 Zoe Financial, Inc. | All rights reserved
Find an Advisor
Retirement Planning
Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. The observations of industry trends should not be read as recommendations for stocks or sectors.
Investment advisory services are provided by Zoe Financial, Inc. (Zoe Financial), an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. Learn more about Zoe Financial on the SEC’s Investment Adviser Public Disclosure website. Brokerage services are provided by Zoe Securities LLC and Apex Clearing Corporation, members of the Financial Industry Regulatory Authority Inc. (FINRA) and Securities Investor Protection Corporation (SIPC). Learn more about Zoe Securities and Apex on FINRA’s BrokerCheck website.
The information in the visuals above is for illustrative purposes only and does not represent an actual user's account, balance, or return. Zoe Financial does not provide tax or legal advice.
Explore the Zoe Wealth Platform with AI
Some of this content may have been generated with the assistance of AI. Please review and sense-check all outputs, as AI tools can occasionally produce incomplete or inaccurate information.
(646) 680-9244
support@zoefin.com
666 Third Ave, 6th Floor
New York, NY, 10017
Copyright © 2025 Zoe Financial, Inc. | All rights reserved
Find an Advisor
Retirement Planning
Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. The observations of industry trends should not be read as recommendations for stocks or sectors.
Investment advisory services are provided by Zoe Financial, Inc. (Zoe Financial), an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. Learn more about Zoe Financial on the SEC’s Investment Adviser Public Disclosure website. Brokerage services are provided by Zoe Securities LLC and Apex Clearing Corporation, members of the Financial Industry Regulatory Authority Inc. (FINRA) and Securities Investor Protection Corporation (SIPC). Learn more about Zoe Securities and Apex on FINRA’s BrokerCheck website.
The information in the visuals above is for illustrative purposes only and does not represent an actual user's account, balance, or return. Zoe Financial does not provide tax or legal advice.
Explore the Zoe Wealth Platform with AI
Some of this content may have been generated with the assistance of AI. Please review and sense-check all outputs, as AI tools can occasionally produce incomplete or inaccurate information.
(646) 680-9244
support@zoefin.com
666 Third Ave, 6th Floor
New York, NY, 10017
Copyright © 2026 Zoe Financial, Inc. | All rights reserved