187: Creating your Financial Plan with Hannah Moore

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.