Hannah J. Moore

We’re so proud to announce that Hannah Moore, CFP® received the Industry Transformer Award at the 2023 Women in Wealth Management Awards during Excel Represent. This award — which honors a woman who is driving transformation and innovation in wealth management through the programs, products or services they’ve created or lead — is a testament to the important work my team and I are doing with The Externship, AP CORE, and the new Guiding Wealth Residency program. I believe that by changing the way we train new and future planners, we can fundamentally change both financial planning profession and the people we serve. #excelrepresent

Feeling burned out on your budget?

It happens to all of us occasionally, and it’s not something you need to feel guilty about.

Instead, try to figure out what’s causing this feeling.

✔️Are you overwhelmed with other stuff going on in your life right now?
✔️Do you feel stressed or anxious every time you think about money?
✔️Are you in the middle of a big transition, like having a baby or changing jobs?
✔️Do you just feel uninspired by the spreadsheet or budgeting app you’re using?

Once you know why you’re feeling burned out, you can decide whether to address it right away or wait a while.

For example, if you just had a baby, maybe wait a few months before picking up your budget again.

Or if you’re changing jobs, figure out how salary changes may impact your budget once you start.

If you just don’t like the budgeting method that you’re using, change it up! We created BudgetingBlocks™ to make managing your finances easy, fun, and stress-free. No boring spreadsheets or complicated apps — just simple tools to help you visualize and allocate your money.

Want to find out more? Check out BudgetingBlocks™ at budgetingblocks.com

Please help us congratulate Guiding Wealth founder, Hannah Moore, CFP®.

She was recently named in Investopedia’s list of Leading Women Financial Advisors.

Congratulations, Hannah! 🎉

Read the full article at:

The Leading Women Financial Advisors of 2023 These female financial advisors lead the financial advising community with impressive wealth management skills and financial literacy contributions. Lean more about the women of the Investopedia 100, below.

It’s never too early (or late!) to talk to your kids about money.

So how do YOU help them build practical budgeting skills?

No matter their ages, your kids will benefit from frequent, honest conversations about money. You don’t necessarily need to give them full access to your bank statements and credit card bills. However, being open about how you manage money in your household is a powerful way to inspire your children toward financial responsibility.

Talking about money isn’t the only way to teach your kids good financial habits. They should also have experiences that will allow them to work through the practicalities of finances. In other words, you should teach your children to budget. Here are a few easy ways to start.

1. Cover the basics of budgeting
2. Include them in purchases
3. Create and follow a basic budget
4. Play budgeting games

Good money management skills don’t just happen. They take time and practice, which is why it’s important to start teaching your kids about money from a young age. Keep the conversation about finances open, and introduce more complicated concepts as they get older. The basics of saving and spending set the stage for later conversations about investing, paying for college, and living within your means.

Money is a big trigger for so many folks.

Talking about budgets, debt, or salaries can bring up intense emotions that obscure logic.

Sometimes, we need to reframe the conversation. Introduce a “spending plan” instead of a “budget.” Explain how to leverage debt instead of shaming your clients for having it. Essentially, find ways to overcome those biases and emotional triggers that we all carry.

Are you looking for more discussions about how we can serve our clients better? Join the Amplified Planning community to receive our weekly newsletter and connect with other financial planners.

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