Principal & CCO
I’ve had the privilege of helping people realize their potential and live the life of their dreams for over a decade. I’ve also been fortunate to work with a wide range of clients from multi-generational high net worth families to college graduates. With each relationship, I gain more insight into how much our emotions and our history with money has an impact on our financial decisions. When my clients experience life transitions, their investment portfolios are the last thing on their minds. They are more concerned about navigating through big life decisions or having a plan in place in anticipation of a major event. In being there for my clients, I’ve seen firsthand the benefits of going beyond investment management and developing a deeper relationship.
Because I worked with firms who primarily served high net worth clients, I was never able to work with friends and other young professionals in my network who had great income and savings potential but not much in the way of investment assets. Most of them are often forced to learn for themselves. If they do find a financial advisor who is willing to work with them, they’re often sold financial products or investments that may not be suitable. I created Financial Staples to bring comprehensive financial planning services to this underserved demographic. I’m passionate about financial education and I’m dedicated to helping my clients align their finances with their values and purpose so they can live their greatest lives.
Why Financial Staples? In addition to being the financial expert among my friends, I’m the go-to person for all things culinary. I love to entertain and, with my well-stocked kitchen, I’m always prepared to whip up a seated dinner for 8 at a moment’s notice. I also believe in the power of a recipe, but I know how to improvise if needed. This easily translates to a person’s financial world. With staples (good financial habits) and a recipe (financial plan), anything is possible!
If you would like to learn more about how we can work together, schedule a complimentary 30-minute consultation.
Chloé Moore's fiduciary obligation is governed by:
Financial Staples is a comprehensive, fee-only financial planning firm located in Atlanta, Georgia, and serving clients nationwide. Our vision is to make financial education and guidance accessible to the busy young professional. We believe financial planning is a process that evolves over time as our circumstances change and our lives become more complex. We’re dedicated to helping clients align their finances with their values and purpose so they can live the life of their dreams.
Learn Why Fiduciary Matters When Choosing a Financial Advisor:
- Comprehensive Financial Planning
- Employee Benefits & Stock-Based Compensation
- Life Planning & Life Transitions
- Business Planning
- Tax & Estate Planning
- Career Coaching & Management
- Newlyweds & Young Families
- Entrepreneurs & Business Owners
- Sudden Money Situations
- Corporate Executives
- Generation X & Y
- Variable Income Professionals
- In-Home & In-Office Meetings
- Virtual Meetings
- No-Cost Initial Consultation
- Hourly Fees
- Monthly & Quarterly Fees
- Flexible Scheduling
Professional Designations & Affiliations
Chloe Moore is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Chloe Moore is CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Chloe Moore is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Chloe Moore is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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