Financial planning is much more than managing assets for the wealthy. In fact, when done right, financial planning can transform a client’s life. As Hannah Moore, CFP® and founder of Amplified Planning, puts it, “financial advisors are the money experts, but clients are the experts on their life.”

Hannah is Reese’s guest on this episode of the Elementality podcast, and explains why she believes optimizing money with client core values for a wider market of people is the future for our industry.