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

The 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?”