Today’s guest is Alan Moore, a Certified Financial Planner and the co-founder of XY Planning Network, a fee-only RIA and location independent financial planning firm. Alan co-created this company because him and his business partner felt that Gen X- and Gen Y-ers were being ignored by the bigger, traditional financial planning firms; so they wanted to fill this void with the creation of this company. He is also the President of Serenity Financial Consulting, LLC, located in Milwaukee, which specializes in providing financial planning advice and investment management services to individuals or families in order to achieve their financial goals on an as-needed or hourly basis.
Alan has been recognized for his work by Investment News, naming him among the “40 Under 40” in financial planning and by Wealth Management as one of “The 10 to Watch in 2015.” He is frequently speaking on behalf of topics including technology, marketing as well as business coaching and his quotes have been included in articles in publications from The Wall Street Journal to Forbes to The New York Times and more.
Three takeaways from our interview:
- The biggest issues he helps his young clients with when it comes to money.
- How the financial services industry is changing to cater to younger and first-time investors.
- A cool exercise Alan does with clients to help them realize what their “Great Life” looks like. You should definitely try this at home.
One of my favorite quotes from our interview: “Failures today will drive your future successes.” – Click to Tweet