Chloé A. Moore| CFP®
- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Atlanta, GA 30318
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Chloé Moore is an Atlanta, GA Fee-Only Financial Planner offering services locally and virtually to clients nationwide. Financial Staples specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Chloé Moore is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Working in the financial services industry since 2004, Chloe Moore has provided comprehensive financial planning services to individuals, families, corporate executives, and institutions. In addition to financial planning, her experience includes qualified and non-qualified retirement plans, executive benefits, account management, operations, and financial education. Chloe has a passion for financial planning and enjoys building relationships where her clients see her as a trusted advisor. When providing financial planning services, Chloe takes a collaborative approach with clients and their other advisors and creates customized solutions that incorporate her clients’ goals and financial objectives.
While working primarily with high net worth individuals and families throughout her career, Chloe saw the impact that long term financial guidance could have on accumulating wealth, maintaining it, and efficiently passing it on to future generations. She desired to make quality financial advice and guidance accessible to early and mid-career professionals with great income and savings potential but not enough investment assets to meet the minimums of many traditional financial advisory firms. She started Financial Staples to bring comprehensive financial planning services to this underserved demographic.
Chloe graduated from the University of Alabama with a Bachelor of Science in Consumer Sciences and a concentration in Family Financial Planning and Counseling. She is a Certified Financial Planner™ Practitioner and an active member of the Financial Planning Association, the National Association of Personal Financial Advisors, the Association of African American Financial Advisors, and the Estate Planning Council of North Georgia.
Financial Staples is a comprehensive, fee-only financial planning firm that makes financial education and guidance accessible to the busy young professional. Our typical clients are early to mid-career professionals and business owners who are entrepreneurial-minded, philanthropic, and purpose-driven. They understand the impact of developing good financial habits early and desire to find a balance between enjoying the present and planning responsibly for the future. We’re dedicated to helping clients align their finances with their values and purpose so they can live their greatest lives.
Financial advice is about more than just your investments. While investing will likely play a key role in building long term savings, it is only a fraction of your entire financial picture. A successful financial plan sets a framework that helps you achieve your financial goals and use your resources in the most efficient and effective way possible. It also allows you to anticipate and prepare for life transitions, a time when people have a tendency to make their biggest financial mistakes.
Before we can effectively design a plan, we need to fully understand where you are now, where you want to go, and why. We use this information to provide personalized solutions for your unique situation. As your situation changes, we reassess and make adjustments.
Want to learn more about our process, services, and how we can work together? We invite you to visit our website and schedule a complimentary 30-minute consultation.