IA 014: USA & Innovating Budgeting with Hannah Moore, CFP®
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Hannah Moore, CFP®, owner of Guiding Wealth and consultant to the Financial Planning Association (FPA) in the U.S. is on the show chatting about the FPA and its NexGen Gathering 2020 and the innovative product she’s created to change the conversation and approach to budgeting called BudgetingBlocks™.

You’ll Learn

• About FPA NexGen 2020 and why it’s a can’t miss conference for those in the first decade of their career.
• That financial planning turned 50 in the U.S. in 2019 and is still a young and evolving profession.
• That the profession is in great hands with the next generation.
• What a Certified Financial Transitions Expert is.
• What BudgetingBlocks™ are, how they work and why Hannah created them.

Guest Bio

Hannah Moore, CFP® is the owner of Guiding Wealth in Dallas, Texas. She is passionate about promoting financial planning to the next generation of financial planners and consults with the Financial Planning Association on their next generation initiatives.

Resources

• Hannah’s LinkedIn)
• Hannah’s Twitter)
• Guiding Wealth website)
• BudgetingBlocks™ website)
• FPA NexGen Gathering 2020)
• Las Vegas: Things to do off the Strip)
• You’re A Financial Planner, Now What? Podcast)
• The transitions chart Hannah mentioned)