Services and Pricing

Moore Financial Planning, LLC provides financial advice and guidance in many areas of financial management such as investment management, tax planning and estate planning

Meet Cory

Managing money is a big deal - We're ready to help!

Getting Ahead

Hourly Planning
$200

Perfect for someone that has one or two financial questions they would like answered.

Ongoing Financial Planning

$125-500/month

We become family! We establish a long-term, trusting relationship in which I provide advice, guidance, coaching and accountability.

(Requires a $500-1000

initial set up fee.)

One-Time  Comprehensive Financial Plan
$500-5000

Great for someone that needs a check-up or second opinion. Initially, we will meet to discuss your current situation. During the second meeting we will develop a financial plan that can be implemented.

Investment

Management

Investment management is an important part of any long-term financial plan – I work to identify your goals, risk tolerance, time horizon and income needs.

(% of assets under management per year)

No Minimums

Our clients deserve access to good advice- no matter where they are on their financial journey

Trusted CFP® Professional

The designation of excellence in our industry, only 28% of financial advisors in the United States are Certified Financial Planners (CFP®).

Safe and Secure 

Social distancing is easy. We provide safe, secure virtual meeting. You're not limited by your location. All personal information and data is safely stored and secured.