"It's important

that we use all of

our gifts and talents

to make this world

a better place."


Chloe A. Moore

Chloe A. Moore35

Founder, Financial Staples

Fast Facts

  • Plays both piano and clarinet.
  • Volunteers as an assistant cooking instructor.
  • Entered college originally wanting to become an athletic trainer.

Chloe A. Moore's life plan is pretty straight forward.

"It's important that we use all of our gifts and talents to make this world a better place while we're here," she said.

To that end, Ms. Moore believes in finding a balance between work, play and service.

"I love food, and a big hobby of mine is to cook and entertain, which is why I named my company Financial Staples," she said. "If you have your staples, in the form of good financial habits and a financial plan, which is like a recipe, you can make anything happen."

Ms. Moore launched her first business, C-Level Consultants, three years ago, after spending seven years working with wealthy investors at Diversified Trust.

The consulting business provides financial advisers with outsourced financial plans and operations services.

But last year Ms. Moore launched her second business, Financial Staples, to "get back to working with people like me," meaning younger people with good incomes but not yet qualified as rich.

"I truly believe this is what I was put on Earth to do," she said. "If I keep my two businesses small, I'll still have time to volunteer and do some other things. I want to have a lifestyle advisory firm with about 30 clients that stay with me for 30 years."

– Jeff Benjamin


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