The ideal way to serve our clients is through an independent model where we advisors are free to run our practice in a more flexible and personalized manner. Our clients deserve our best work, and we recognize the immeasurable benefits of professional collaboration and support so that we have the space we need to give our clients the attention they deserve. Core Planning is a community of advisors who value independence within a powerful framework of generosity and support.
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400 Chesterfield Center
Suite 400
Chesterfield, Missouri 63017, US
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Exciting Announcement! 🎉 In just 5 weeks, my latest project will be available on Amazon. This Bible study beautifully blends biblical wisdom with practical financial literacy. Readers will be taking steps to better their own financial picture while learning what God says about money. This study can be completed individually or a perfect for fit for small groups. I cannot wait to share this with you.
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something special happens when some core planning folks hop on and hit record together. Get introduced to our very own Eusévius Howard with the Connect 4 format! what it's all about: 4 professional questions, 4 personal ones, and some magic mixed in for good measure. Big thanks to Justin Pullaro for jumpstarting 🤘 https://lnkd.in/gkuwV6VJ
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Mega-Shout-Out to our very own Jacob George for passing the CFP exam!! He put in the time, all the hard work, and just keeps on shining his light in the world. learn more about Jacob's journey here: https://lnkd.in/gTSj5Q-d
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Who do you enjoy hanging out with? What challenges do they face? Are you able to help? ✨️ Business is pretty simple, no need to complicate things.
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What if a group of advisors banded together and built a new home together? How should new ideas emerge? here's how we do it: https://lnkd.in/gpUJYdMY
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Culture fit does not equate to conformity, quite the opposite in fact. When allowed to emerge properly, the right culture celebrates unique voices. Those are the voices that breathe life into an organization. here's our Culture Code: https://lnkd.in/gWsBFgUm
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I help tech professionals pay less in taxes and take career breaks | Fiduciary Financial Advisor & Consultant | andymoran.io
One thing I've heard from financial advisors for years: summer is a slow time for business. 🥱 I can't say that'll be my experience this summer, having recently signed a couple of new clients with dynamic situations. I'm also participating in Hannah Moore, CFP®'s Externship program for the third time. This commitment is no joke, which is why I didn't complete it last year as I was launching my firm and why it now counts as 500 experience hours towards the CFP experience hours requirement. If you're a career changer curious about or interested in making a move towards personal finance as a career path, I would highly recommend checking it out next year! You might not see my post much this summer and it's not because I'll be on vacation... While that frankly sounds quite lovely, I'll be using this time to grow and I'll catch you on the flip-side. 👋 In the meantime, if you're in the SF Bay Area, reach out if you'd like to meet up over the summer. 🤙
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That thing that makes you feel different, that's your superpower. Use it. We've all been taught conformity and rigidity while the real world needs you to be creative and different.
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There's this long-held story in the profession around how things should look and feel, and who the players are. But what if we came together to write something new? This is how we do it: https://lnkd.in/gECiA6mM
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Get to know Andy Moran! It's not often you get a chance to connect with someone so aligned on values and life energy. We're so lucky to call Andy a friend and partner.
I help tech professionals pay less in taxes and take career breaks | Fiduciary Financial Advisor & Consultant | andymoran.io
I recently made one of the most difficult decisions of my life and shut down my RIA, Ad Astra Financial Planning. 🫡 Why? Living semi-nomadically over the past year while operating my firm, I've intimately experienced the reality that the regulatory systems of the financial services industry were not designed for folk like me. While I could have continued to make it work, especially as I'm settling into a more conventional lifestyle for this next phase of life, I've also learned new things and forged new connections along the way. I've always been wary of relinquishing any autonomy which would limit my ability to serve my clients properly while also recognizing the value of being part of a larger team. However, I've recently discovered new options that align with my desire for both autonomy and collaboration. With that said, I'm excited to officially announce that I've joined core planning as an independent advisor! 🎉 Core Planning is a community of advisors who value independence within a powerful framework of generosity and support. guy penn and the team at Core Planning share my belief that an independent model, where advisors have the flexibility to run their practice in a personalized manner, is the best way to serve our clients. I'm thrilled to continue on this next chapter of my journey with them! 🙌