Financial Planning That Prioritizes What Matters to You Most

At Guiding Wealth, we believe financial planning is for everyone, from the settled retiree to the hardworking breadwinner focused on caring for the next generation. We’re all about making financial planning accessible and effective, balancing expert advice with practical solutions that fit your life.

We’re here to help you build confidence around your money so you’ve got all the information you need to make the decisions that are right for you and your family. Whether you’re looking for ongoing financial support and investment advice or a one-time financial plan to make the most of your resources right now, Guiding Wealth can help.

We’ll work together to uncover and solidify your financial priorities. And then…we’ll help you build a plan that honors your values, supports your goals, and adapts to whatever comes next.

Work With Us

Which of Our Financial Planning Services Is Right for You? Select the Option That’s Best for You!



You want to understand your entire financial picture and access ongoing investment & plan guidance to make the most of your money.

With our fee-only financial planning services, you get:

A holistic approach that encompasses all aspects of your financial life
Retirement planning
Investments and wealth management
Support for short- and long-term financial goals (buying a home, saving for college, etc.)
Debt management advice
An ongoing relationship with an expert Certified Financial Planner™
… and more

Our fee-only ﬁnancial planning & wealth management services are for you!

That’s Me



You have a specific financial goal or challenge you want expert eyes on, but you don’t need ongoing support or investment advice just yet!

With our one-time financial plan service, you get:

To speak with a highly trained financial planner (number of calls depend on the plan you choose!)
Action plans for short- and long-term financial goals (buying a home, saving for college, etc.)
A condensed financial plan to show your overall financial picture and trajectory

Our one-time financial plan service is right for you! (Starting at just $299!)

I Need This

Meet Hannah Moore, CFP®

Our founder, Hannah Moore, is a CERTIFIED FINANCIAL PLANNER™ and Certified Financial Transitions™ expert. She’s also the founder of financial planning education and training program, Amplified Planning, and is recognized as one of the top experts in training and educating financial planners.

Hannah earned a degree in financial services and planning and business management from Baylor University. Since 2008, she has built a reputation as an innovative planner and a creative leader in her profession.

Hannah has been included in Investopedia’s national list of Top 100 Financial Advisors from 2019-2023 (Top 10 in 2020). In 2021, she received the Heart of Financial Planning Award from the Financial Planning Association® as well as a place on ThinkAdvisor’s LUMINARIES Class of 2021.

Hannah was named one of the 10 People to Watch in Wealth Management by Barron’s Advisor in 2022. Hannah was also included Investopedia’s list of Leading Women Financial Advisors in 2023. In 2017, Investment News included Hannah as part of its 40 Under 40 list, and Financial Advisor Magazine named her one of the 10 Young Planners to Watch in 2018.

Locally, Hannah has been consistently voted one of D Magazine’s Top Financial Planners in Dallas (2014-present) and also received the Young Guns Award from the Dallas/Fort Worth Financial Planning Association.

When she’s not working with clients or teaching up-and-coming financial planners, Hannah can be found spending time with her family and enjoying her hobbies: quilting, gardening, and cheering for the Baylor Bears.

Meet the Team

Jeannine Souders, FPQP® | Paraplanner

Jeannine is Hannah’s right-hand gal. You’ll find her typing notes in client meetings, answering emails, and processing a multitude of tasks.

She attributes her attention to detail and follow-up skills to her first job in an aerospace manufacturing company at the age of 16. Jeannine continued working there until she earned her degree in financial services/financial planning, and transitioned into a financial planning role at a small financial planning firm. She went on to specialize in retirement plan administration before becoming a stay-at-home mom for four years. In 2021, she returned to financial planning as a member of Hannah’s team.

In 2022, Jeannine and her family took a leap, moving from their home state of Ohio to Evansville, Indiana. Now Hoosiers, they stay active with their two energetic elementary-aged boys. They love spending time paddle boarding, traveling, and enjoying backyard s’mores and movie nights.

The Guiding Wealth Residents

The Guiding Wealth Residents are a select group of ﬁnancial planners who’ve dedicated a year to learning under the leadership of Hannah Moore, CFP, and the people-ﬁrst philosophy of Guiding Wealth. They’ve come from different parts of the country and different areas of ﬁnancial planning. They bring a wealth of knowledge from their prior careers and areas of expertise that bring a depth of knowledge to their clients and are ready to help you!

Here are just a few of the faces you might see when you work with our Residents.