Even the planners have to plan, right Hannah?
Hello, and welcome to another episode of Wine and Dime. In this episode I chat with Hannah Moore. Hannah is the owner of Guiding Wealth Management. Hannah is passionate about helping people understand their money in ways that are meaningful. She believes that financial planning done well brings clarity to a situation, provides a directional simplicity and gives confidence in decisions.
In this episode, we talk about what is like to own a business, before and after having a baby. Hannah offers some great insights on working with her clients and how she planned things out so that she could step away for a few months and spend time with her newborn daughter.
This was fun conversation that I’m sure you will enjoy, and thank you for listening!
Hannah Moore, CFP®
Facebook - @guidingwealth
Twitter - @GuidingWealth
Hannah is a Certified Financial Planner™ and owner of Guiding Wealth Management. She graduated from Baylor University with a degree in Financial Services and Planning and Business Management. Hannah was voted one of D Magazines 2015, 2016 and 2017 Best Financial Planners in Dallas and was awarded the Young Gun’s Award by the Dallas/Fort Worth Financial Planning Association. She was named to the 2017 Investment News 40 Under 40 list. She helped start the Dallas-Fort Worth Financial Planning Association’s NexGen program and mentors younger financial planners. Hannah is the 2017 facilitator for the NexGen Gathering, and has sat on the Task Force for the national 2016, 2017 and 2018 FPA Retreat, which is largely viewed as the leading financial planning conference in the country.
Hannah is passionate about helping people understand their money in ways that are meaningful. She believes that financial planning done well brings clarity to a situation, provides a directional simplicity and gives confidence in decisions.
In her spare time, Hannah can be found spending time with her husband Charlie, quilting, getting a good cup of coffee with friends, researching and writing financial planning articles or cheering on the Baylor Bears.
You can connect with Hannah on LinkedIn, Facebook, Twitter or by sending her an email at hannah@guidingwealth.com. Read more of her personal story here.
As often happens with a winery, someone starts with a dream, and for James and Elizabeth Prejean that dream began in California. Jim was born in Carencro, LA and ended up in California the hard way, wounded in a hospital. The USS Cushing, his previous home, was sunk in WWII in the Battle of Guadalcanal and he was severely wounded. After college, he began his career in labor relations. Jim and Elizabeth met on an airplane where Elizabeth worked as a flight attendant and Jim was traveling on business. They married not long after and lived in San Francisco. The short ride from San Francisco to wine country kindled the dream. Jim’s career with American Can took them far away from wine country and brought them eventually to Connecticut in 1974. Jim discovered the Finger Lakes wine industry during business trips to the Finger Lakes and the dream was rekindled. Jim and Elizabeth decided to “retire” to a winery. In 1978, they purchased 53 acres and planted the first 13 in 1979. Traveling from Connecticut on the weekends, they worked the farm for 6 years until, in 1985 they took up permanent residence and built the winery. Prejean winery opened officially in 1986. Sadly, Jim died suddenly in 1989, but he was fortunate enough to see his dream realized. He was quite proud of their accomplishments, and even though he only lived for three years after the winery’s opening, he touched many people. Tom, his wife Amy and Elizabeth and our friendly, knowledgeable tasting room staff are running the winery now and, hopefully, maintaining Jim Prejean’s passion.
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