Zoe Financial or other fee-only advisor recs

[Freedom2016]

A friend of mine is looking for a financial advisor to help her and her DH do some retirement planning. I have offered to walk her through a DIY approach to it, but she may feel weird about talking to me about their finances so I also offered to poke around for some names to pass along to her.

When i googled "fee based, NAPFA approved, financial advisor", Zoe Financial popped up: https://zoefin.com/. Their home page reads: "You deserve an advisor you can trust. Let us connect you with an independent, fiduciary financial advisor."

Sounds promising but thought I'd check here: anyone heard of these guys, good/bad/otherwise?

Any other financial advisor recommendations I might pass along? Thanks for any leads!

[yachi]

It's just a collection of financial advisors, and I don't like the website.  Instead of allowing you to see advisors in their network and select your own, you have to tell them all about your finances ahead of time, and give a phone number.  I'd prefer finding one here:
https://www.napfa.org/find-an-advisor

In fact, I was looking there a few months ago and found an old classmate from high school.

[Freedom2016]

Great, thanks yachti. I also didn't like how much info they asked for. Appreciate the NAPFA link!

[Sandi_k]

I've signed up for PlanVision with Mark Zoril.

Great tool, $189 for year one planning, $8 per month thereafter. Your do your own data entry, and they use the same planning software (eMoney) that Fidelity uses.

My one-on-one appointment is scheduled for mid-August. So far, I am please with the tool, the DIY videos, and their focus: simple, low-cost Index funds. Control your own finances. Figure out cash flow in retirement. Understand IRMAA tiers, and Roth IRA conversion advantages & disadvantages.

It my be too independent for them, but the lat advantage I'll note is that they do not require an electronic linkup to your investment accounts - you can add them manually. That was a BIG plus for me.