After hearing about Zoe Financial from a Money Newsletter I subscribe to, I decided to contact them and was walked through an easygoing process to figure out our financial planning needs. They connected us with the great team at Captrust who really understood the complexities of our international portfolio and helped us with a "no golf" policy, so there were no hidden referral fees that could interfere with getting the best independent advice. Thanks, Zoe – up to now, everything is working out really well.