Financial Planning Philosophy

Financial Planning is a process, not an event.

Moore Financial Strategies provides comprehensive, fee-only personal financial planning services. Our services include tax preparation and planning, financial planning, goal setting, estate planning, insurance review, and investment counseling. Most financial planners, even those who say they are comprehensive, actually focus on investment management. That is the basis on which their fees are based, and how they rate their performance.

As Fee-Only Advisors, we do not accept any third party payments, commissions, or charge a percent of assets under advisement. We provide comprehensive services for an annual retainer fee. Financial Planning is a process, not an event, and we work closely with you to ensure all aspects of your financial life are in proper order and align with your long term goals. We assume a fiduciary role for our clients, acting solely in the best interest of our clients, eliminating the inherent conflicts of interest which may exist in the financial industry.

Whether you plan to retire next year or in twenty years, we can help you to develop and implement a comprehensive financial plan that supports you in building a secure financial future and achieving financial independence.