XYPN’s Alan Moore’s Mission: Bring Financial Planning to the Next Generation

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This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.XYPN’s Alan Moore’s Mission: Bring Financial Planning to the Next GenerationIn 11 years, a platform for fee-only fiduciary planners has attracted 2,200 financial advisors who operate boutique practices and think independently.By Steve GarmhausenThe XY Planning Network advisor community is different. Alan Moore remembers meeting a member at one of the firm’s annual conferences who is both a financial planner and a death doula—a professional who supports individuals and families through the final stages of life. “What incredible work,” says Moore, 38, the CEO of the Bozeman, Mont.-based platform that serves fee-only fiduciary financial planners. “Where else could this woman find a community of advisors who don’t think that’s crazy?”
