Chloe A. Moore, CFP^®

Financial Staples, LLC

2020 Howell Mill Road, Suite D-318
Atlanta, GA 30318

FINANCIAL ADVISOR'S WEBSITE

financialstaples.com

(770) 742-8609 CONNECT WITH Chloe

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

$200,000

Investable Asset Minimum

No Minimum

General

Chloe Moore is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Financial Staples, LLC in Atlanta, GA and the surrounding communities.

Financial Advisor Overview

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 their greatest lives. Our clients are tech professionals in their 30s and 40s who want to make the most of their high incomes and maximize their wealth building potential. Many receive equity compensation in addition to a cash salary and bonus. As their lives become more complex, they value the expertise of an advisor so they can spend their time and energy on things that matter most to them. Want to learn more about our process, services, and how we can work together? We invite you to visit our website and schedule an initial consultation.

Financial Advisor Experience

I’ve had the privilege of helping people realize their potential and live the life of their dreams for almost two decades. I’ve also been fortunate to work with a wide range of clients from multi-generational high net worth families to recent 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. As a woman of color in the financial services industry, I understand the unique challenges and opportunities that come with being the only one in the room. Approximately 23% of CERTIFIED FINANCIAL PLANNER™ professionals in the United States are women, and approximately 1.7% are black. The statistics are similar for underrepresented and underserved populations in tech (women, people of color, the LGBTQ community). I’ve built my firm to address the needs of these populations. In addition to helping you grow financially, I can help you gain clarity around your ideal life, build a network of professionals who can work together to help you achieve your goals, and point you to resources that can help further your career. 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 an initial consultation.