35 min
187: Creating your Financial Plan with Hannah Moore The Energetics of Business
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- Management
Social Media Handle + Links: : https://twitter.com/guidingwealth
https://www.linkedin.com/in/hannahmoorecfp/
Website:: www.guidingwealth.com
Your Bio: : Hannah is a Certified Financial Planner and Certified Financial Transitions expert. She is the owner of Guiding Wealth and works one-on-one with each of our clients.
Hannah graduated from Baylor University with a degree in Financial Services and Planning and Business Management in 2008. Since then, Hannah has been voted one of D Magazine’s Top Financial Planners in Dallas (from 2014 and running) and was awarded the Young Gun’s Award by the Dallas/Fort Worth Financial Planning Association.
She was also included on Investment News’ 40 Under 40 list in 2017 and one of the Financial Advisor Magazine 10 Young Planners to Watch in 2018. In 2019 and 2020, she was also named one of Investopedia’s Top 100 Financial Advisors in the nation. Hannah is also the recipient of Financial Planning’s inaugural Visionary Leader Award for an individual, based on her work creating a virtual externship for new planners at the start of the COVID-19 pandemic.
In addition to her extensive experience, qualifications, and presence within the profession, Hannah is passionate about helping individuals, couples, and families understand their money in meaningful ways. She believes that financial planning done well brings clarity to a situation, provides a directional simplicity, and offers her clients confidence in their decisions. As creator of the BudgetingBlocks, Hannah is also an advocate for changing the way financial planning approaches personal finances.
In her spare time, Hannah can be found spending time with her husband Charlie, chasing after her daughters Alice and Vivian, quilting, gardening, beekeeping, or cheering on the Baylor Bears.
Social Media Handle + Links: : https://twitter.com/guidingwealth
https://www.linkedin.com/in/hannahmoorecfp/
Website:: www.guidingwealth.com
Your Bio: : Hannah is a Certified Financial Planner and Certified Financial Transitions expert. She is the owner of Guiding Wealth and works one-on-one with each of our clients.
Hannah graduated from Baylor University with a degree in Financial Services and Planning and Business Management in 2008. Since then, Hannah has been voted one of D Magazine’s Top Financial Planners in Dallas (from 2014 and running) and was awarded the Young Gun’s Award by the Dallas/Fort Worth Financial Planning Association.
She was also included on Investment News’ 40 Under 40 list in 2017 and one of the Financial Advisor Magazine 10 Young Planners to Watch in 2018. In 2019 and 2020, she was also named one of Investopedia’s Top 100 Financial Advisors in the nation. Hannah is also the recipient of Financial Planning’s inaugural Visionary Leader Award for an individual, based on her work creating a virtual externship for new planners at the start of the COVID-19 pandemic.
In addition to her extensive experience, qualifications, and presence within the profession, Hannah is passionate about helping individuals, couples, and families understand their money in meaningful ways. She believes that financial planning done well brings clarity to a situation, provides a directional simplicity, and offers her clients confidence in their decisions. As creator of the BudgetingBlocks, Hannah is also an advocate for changing the way financial planning approaches personal finances.
In her spare time, Hannah can be found spending time with her husband Charlie, chasing after her daughters Alice and Vivian, quilting, gardening, beekeeping, or cheering on the Baylor Bears.
35 min