


A CFP® With Over 10 Years of Experience Supporting Government Workers and Families Living Abroad.
Moving abroad is an incredible adventure! I would recommend it to anyone who understands that it won’t always be easy. Socially, emotionally, and financially there are risks and rewards to explore and lots of questions to answer. Because international and cross-cultural experiences are unique, it’s not always easy to find financial planning support or taxation resources. That’s where I come in!
I may not be able to explain all the cross-cultural nuances, but I can help you navigate financial aspects of your cross-border lifestyle! I’m a CFP® with over 10 years of experience supporting government workers and families living abroad.
This specialization opportunity also offered my first chance to live and work abroad – I accepted it without hesitation! I had never even visited the UK before I accepted a short-term position there. I loved it so much that 1 year quickly became 3. And the same thing happened in Germany.
Finding answers to international financial tax, investment, and retirement questions can be difficult, even for a financial professional! I had to discover a lot on my own and build a network of experts to help me. Now, I’m helping others prepare for their own moves abroad.
U.S. Regulatory Disclosure
Make the Memory Financial Planning: Helping You Use Your Money to Create Moments That Matter the Most
At MTM Planning, we believe financial planning should be about people, not products. We offer flat-fee fiduciary financial advice that’s built on honesty, empathy, and genuine partnership.
Our mission is simple: help you live your life to the fullest today while building a secure, confident tomorrow.
We call it “Make the Memory” because that’s what it’s really about: using your money to create the moments that matter: build your dream home, take the sabbatical, feel more at peace—live more now, not just “someday.”
Book a call with Jordan here.
Learn more about Jordan by watching his episode of Passport To Wealth Podcast.
Languages Spoken
- English
Client Focus
- US Expat Moving Abroad
- US Expat Living Abroad
Expert Services Offered
- Cross Border Financial Advisor
- Cross Border Individual Tax Planning
- International Real Estate
- Investment Management
Compensation Model
- Fee Only
- Flat Fee
