About Guiding Wealth

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 a comprehensive retirement plan or reliable strategies and a one-time 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. 

Meet Hannah Moore, CFP®

Hannah Moore, CFP

Guiding Wealth founder Hannah Moore is a Certified Financial Planner™ and Certified Financial Transitions™ expert. Founder of financial planning education and training program Amplified Planning, she 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 in 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. 

Jeannine Souders, FPQP®  |  Paraplanner

Jeannine Souders headshot

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.