Who We Are | Certified Financial Planner for Tech Professionals | Financial Staples
 

Financial Fitness
is not pipe dream or a state of mind. It’s a reality if you are willing to pursue it and embrace it.

Will Robinson
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Helping You
on a path to financial independence

We are committed to helping clients gain clarity around their values and purpose first, then looking through that lens to see what they’re doing with their money. It’s important to understand your “why” before we tell you “how”.

Because we are in the same life stage as our clients, we are in a better position to understand their stress points around their finances and provide services that deliver the most value.

We help you answer important questions like:

  • How can I make the most of my high income?
  • What should I do with my company stock?
  • How much house can I afford?
  • How should I prioritize saving, investing, and paying off debt?
  • How do we merge finances as a couple?

FOUNDERChloé A. Moore, CFP®

I’ve had the privilege of helping people realize their potential and live the life of their dreams for over a decade. 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 1.5% 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!

When I’m not working, you can find me exploring new restaurants, trying new recipes, listening to live music, or traveling. Every Saturday in the fall, I’m either glued to a television or in a stadium watching college football. My favorite team is my alma mater, The University of Alabama.

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Why Financial Staples?

We help you implement financial strategies that allow you to enjoy today and successfully achieve your long term goals.

Experience

I’ve been in the financial services industry since 2004 and I’ve worked with a wide range of clients. I’ve also developed a large network of other trusted financial professionals and I’m dedicated to expanding my knowledge through ongoing continuing education.

Accessibility

I believe that everyone should have access to financial education and guidance, not just the wealthy. I want to help clients build good financial habits early and create plans that will help them avoid costly financial mistakes over their lifetime.

Fee-Only

I am compensated solely by the fees charged to my clients. I never receive commissions or sales incentives of any kind. In addition, I do not sell financial products or receive referral fees. This allows me to work in your best interest at all times and give objective advice.

Want to Maximize Your
Wealth Building Potential?

See how we can help you gain clarity, explore the possibilities, and take action.

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Copyright © 2020 Financial Staples, LLC. All Rights Reserved.

Copyright © 2020 Financial Staples, LLC. All Rights Reserved.