Consolidating your financial life and helping you achieve your goals
A modern advisory experience
Working with a financial professional shouldn’t feel like opening just another investment account. Your needs are unique, and so is your plan.
Many conversations start with how to build better money habits. Others might flow towards your investment allocations. But what about your employer benefits package? Or what is the most efficient order to pay down your debt or save for that vacation property?
Let me be guide you through the tricky challenges of your financial life.
Credentialed advice
As a CERTIFIED FINANCIAL PLANNER™ practitioner and Accredited Wealth Management Advisor℠, Jordan can provide educated and experienced advice.
The process of working together
Data Discovery
Dive into the details of your full financial life to establish where you’re at today by building a comprehensive net worth statement and developing a cash flow analysis.
Goals Development
Once we have the foundation of your plan, the next step is to bring definition to your goals and start quantifying and prioritizing them.
Take Action
As your plan gets defined, you’ll have action steps to implement as you work towards your goals.
Ongoing Monitoring
We’ll meet a few times each year to review your plan specifics, but more importantly, discuss life. You can schedule meetings “on-demand” as life happens or you need a second set of eyes and ears on an upcoming decision.
