FINANCIAL PLANNING THAT PUTS LIFE FIRST
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At Make The Memory (MTM) Financial Planning, we help you gain clarity from uncertainty, and feel confident using your money to live fully.
We believe it’s not just about saving for someday. It’s about making meaningful choices today, doing the things you love with the people you love, all while building a secure future.
You deserve a personalized financial plan from a fiduciary financial advisor you can trust. Our approach helps you enjoy life now while preparing for whatʼs ahead.
OUR SERVICES
Financial planning that considers all aspects of your life. Ready for more detail?
COMPREHENSIVE FINANCIAL PLANNING
Strategies for every stage of life, built around your goals and values.
INVESTMENT MANAGEMENT
Evidence-based portfolios tailored to your needs.
TAX PLANNING STRATEGIES
Thoughtful guidance to help you keep more of what you earn.
RETIREMENT PLANNING
Whether retiring early or unexpectedly, we design a clear roadmap for the future you’re building.
SPECIALIZED SUPPORT
Buying your first home, moving OCONUS, or starting a business? We guide complex situations with clarity.
NAVIGATING FEDERAL BENEITS
Helping you understand, optimize, and integrate your federal benefits into a long-term financial strategy.
HOW IT WORKS
Our 3-Step Financial Planning Process
1. START WITH
A CONVERSATION
We listen to your goals, values, and questions to understand what matters most. A casual conversation, no jargon, no judgement.
2. BUILD YOUR PERSONALIZED PLAN
We design a financial plan that reflects your priorities, whether thatʼs cash flow, investing, retirement planning, tax considerations, paying off debt, or just feeling more in control.
3. LIVE YOUR LIFE WITH CONFIDENCE
As life changes (career moves, family milestones, even OCONUS transitions), we update your plan so you’re always ready for what’s next.
WHO WE HELP
We work especially well with:
MEET YOUR PLANNERS
At MTM Planning, you get two experienced CERTIFIED FINANCIAL PLANNERS® with over 25 years of combined expertise and a shared commitment to your success.
Matthew and Jordan are experts in navigating public sector benefits, military family transitions OCONUS, small business planning, and early retirements. Both have guided clients just starting out through retirement and every stage in between.
Together, we offer collaborative guidance that adapts as your life changes. You’ll always have someone in your corner, ready to support you through every season.
MEMBER OF
WHY CHOOSE MTM FINANCIAL PLANNING
TWO CFP®S, ONE SHARED MISSION
Deeper expertise and collaboration.
FLAT-FEE FIDUCIARY FINANCIAL PLANNING
Weʼre paid only by you.
OVER 25 YEARS
OF COMBINED EXPERIENCE SERVING DIVERSE CLIENTS
GROUNDED IN RESEARCH, ROOTED IN REAL LIFE
PLANNING FOR LIFE CHANGES
Life moves fast. Your plan has to keep up.
Whether you’re retiring, launching a business, leaving the federal workforce, or hoping to make the most of your income, we turn ‘what if’ into ‘what’s next.’
Your financial plan will evolve with you so you’re ready for any stage of life.
