Episode 116

full
Published on:

4th Oct 2021

Developing your Plan with Chloe Moore [Step 4 of Financial Planning]

Let’s continue our conversation on financial planning. This week I am joined by my good friend, Chloe Moore, certified financial planner and founder of Financial Staples, and we will be talking about how to actually develop your financial plan.

Chloe is here today to help you gain clarity around your values and purpose because if you don’t even know that then you probably wouldn't also know which goals to prioritize first when it comes to your financial plan. Remember it is important to understand your “why” before you can know your “how”.

Make sure to tune in now and learn even more about the developing stage of your financial planning process! 


Highlights

>> Chloe's background 

>> Chloe explains equity compensation 

>> How Chloe helps her clients develop their plan 

>> Common things Chloe has to deal with clients 

>> How Chloe tells her that their plan isn't going to work 

>> How Chloe helps her clients prioritize their goals  

>> How Chloe deals with clients who object to her recommendations 

>> Chloe's final advice for you 

Connect with Chloe 

>> Website (https://bit.ly/3AZearz)

>> Facebook (https://bit.ly/3F5xqpD)

>>Twitter (https://bit.ly/39RCZcP) 

>> Instagram (https://bit.ly/3zZ8v3s) 

>> LinkedIn (https://bit.ly/3zYXS0D)

If you loved this episode, you have to listen to these episodes as well: 

>> Creating a Proper Work-Life Balance with Maricela Miles-Mattingly (https://apple.co/3uwZjlQ)

>> Building A Successful Business with Sheneya Wilson (https://apple.co/2YcUC4E) 

>> Mind Money Balance: Overcoming Your Financial Anxiety with Lindsay Bryan-Podvin (https://apple.co/3mkIzdU) 

I’m sure you’re getting tons of value from the podcast! Don’t forget to subscribe on Apple Podcasts (https://apple.co/3jN77Mv) , Spotify (https://spoti.fi/3jParH0) , Google Podcasts (https://bit.ly/3n3i8vb), or on your favorite podcast app and SHARE THIS 👉 (https://bit.ly/3l18yWQ) with a friend.

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Let's Continue the Conversation! Head on over to the Facebook Group and let’s discuss how we can change the complexion of wealth (https://bit.ly/3jO4cmF) 

Want to chat with a fee-only financial planner? Shoot me an email at emlen@minoritymoneypodcast.com Can't wait to meet you.

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About the Podcast

Minority Money
Changing the Complexion of Wealth
The Minority Money Podcast is about finance, family, fitness/health, and education and how all of these things affect your overall wealth.

About your host

Profile picture for Emlen Miles-Mattingly

Emlen Miles-Mattingly

Emlen Miles-Mattingly is the CEO and founder of Gen Next Wealth. He spends much of his waking day striving to bring more value to the table for his clients, with the goal of helping them align their money with their values. Ultimately working with clients to make a lifetime of smart decisions with their resources.
With nearly 19 years of experience in the financial services industry, he decided to leave the large corporations and start his own independent firm. It is his passion to keep the client's best interest in mind when making recommendations. Everyday Emlen wakes up knowing he has an opportunity to learn something new and is excited to share what he has discovered with people in need of it. He has a bachelor’s in business administration and is currently enrolled in coursework to obtain the CERTIFIED FINANCIAL PLANNER designation.
Emlen was born and raised in the small town of Madera, CA this is also where the firm is located. He is married to Maricela and they have 4 children Jada, Mia, Emlen II, and Ecella. We have a very active life, we enjoy working out, hiking, craft beer and escaping to the coast whenever possible.