About Us | MTM Planning

Our Story

Make the Memory Financial Planning was created from a shared vision for a different kind of financial planning experience—one that is personal, thorough, and truly client-focused.

Meet the Team

We are dedicated to watching over your finances so you can focus on what truly matters. As fiduciary Certified Financial Planners, with over 25 years of combined experience, we take a team approach ensuring every detail is reviewed with the benefit of two experienced perspectives.

Matthew Hale, CFP®

Partner

Creating a detailed financial plan is the cornerstone of turning your dreams into reality. My passion lies in crafting and continually refining your plan, ensuring you have a clear understanding of the journey ahead. Together, we’ll work to keep you on course, adapting as needed to navigate the changes life brings.

With over 15 years of experience I’ve had the privilege of advising hundreds of families and even educating fellow financial advisors on complex financial topics. Over time, I’ve discovered that my expertise and passion are particularly aligned with supporting small business owners and professionals navigating stock compensation. I take pride in making complex financial concepts accessible and ensuring that you feel confident and comfortable in your financial decisions.

As a Boston native, I’m an avid sports fan. My wife, Briana, and I share a love for golf and travel, always looking for new courses to play and destinations to explore. As a small business owner myself, I understand the challenges of balancing the demands of daily operations with long-term aspirations. This experience drives my commitment to helping others achieve that same balance in their financial lives.

Jordan Vlastuin, CFP®

Partner

Financial planning isn’t just about maximizing every dollar—it’s about creating security, confidence, and the freedom to make lasting memories. I believe that money is a tool to help people achieve their dreams, and my passion lies in guiding you toward what matters most.

With over 10 years of experience, I have had the privilege of providing advice to hundreds of individuals and families from diverse backgrounds, offering tailored solutions to meet their unique needs. My expertise is particularly focused on supporting military families in transition, young professionals, and helping families navigate the complexities of international moves. I pride myself on a creative and adaptable approach to addressing the unique tax and financial challenges that arise during significant life transitions.

My wife, Kara, and I are avid travelers who have lived abroad for over five years. We deeply understand both the passion for living abroad and the challenges it entails. When we're not traveling, you’ll likely find us hiking, skiing, or spending time with our dog, Dug. And if you’re looking for us closer to home, you might spot me in the cheese aisle of the grocery store—after all, I’m a Wisconsinite at heart.