About

I started this because advisors deserved better.

I’m Zoe, a marketer, strategist, and founder who has spent nearly a decade inside the world of financial advisory. I live in northwest Arkansas with my husband Andrew, I spend time outdoors whenever I can, and I built a business around one conviction: that great advisors shouldn’t have to fight for visibility.

I launched Perfectly Planned Content in 2015 after seeing how underserved advisors were by generic marketing agencies that didn’t understand their world, their compliance requirements, or their clients. Ten years later, that’s still what drives us.

What I believe about marketing

Marketing for financial advisors isn’t about going viral or chasing trends. It’s about showing up consistently, saying the right things to the right people, and building trust over time. That’s it. The tactics change. The fundamentals don’t.

Consistency compounds

The advisor who shows up every month for three years beats the one who launches a campaign once.

Specificity wins

Niche positioning feels scary and works incredibly well. Advisors who own a lane attract clients who want exactly them.

Strategy meets implementation 🤝

A great plan you never execute is just a document. We build strategies that are designed to actually get done.

Ready to work together?

Head over to Perfectly Planned Content to learn about what we offer and how we work.

See How We Work