Starting Your Own Practice

When life hands you limes, make margaritas. Alan’s entrepreneur journey began in 2012 after he was fired from his job as a financial planner and decided to start his own business. With his undergrad and M.S. in Family Financial Planning, Alan quickly put his business-building smarts and experience to work building and launching XY Planning Network, a business dedicated to helping other advisors start, run, and grow their own financial planning firms to serve next-gen clients. In 2016, he launched AdvicePay with partner Michael Kitces to operationalize the fee-for-service business model with technology that makes sense for the specific needs of financial planners. When he’s not starting companies, Alan lives openly as a self-proclaimed CrossFit junkie and dedicated snowboarder, a skill he is already passing along to his children.

Hannah Moore is on a mission to change the way people think and talk about money. 

Hannah’s path to becoming a financial planner started when she was a young, number-loving creative. Hannah grew up listening to personal finance radio shows and feeling like the advice was off. It was as if the people giving that advice forgot they were speaking to real people. 

As a Certified Financial Planner™, Hannah has seen the impact that financial planning done well has on clients’ lives — and how it can truly transform and open a new world of possibilities.

Hannah holds a degree in financial services and planning from Baylor University. She brings more than a decade of experience, the perspective of a first-generation college graduate, and a heart to see the financial planning profession thrive.

Hannah is the founder of Amplified Planning, owner and principal financial planner at Guiding Wealth, and founder of Everyday Money,

She and her husband Charlie live in the Dallas area with their three children, all under the age of 5. When she’s not dreaming big dreams for the financial planning profession, you’re likely to find her in their family garden.