Make the Memory Financial Planning

Following the right plan gives you confidence. Building it with the right partner gives you peace. Whether your goal is to retire early, start a new chapter abroad, maximize your investments, or set your family up for the long term, I’m in it with you. Even when you’ve done the research and know where you want to go, committing to a course can feel daunting. As a CFP®, I’m here to minimize the risks involved in major life decisions like stepping away from the workforce or becoming a digital nomad. My expertise lies in turning complexity into a pragmatic plan that stands up under scrutiny. Your time is valuable–when we work together, you can trust me to manage the details and keep our conversations focused on how you’re progressing. For over 15 years, I’ve helped hundreds of clients take ownership of their financial futures and gain the clarity they need to move forward. I enjoy the challenge of navigating complex investment portfolios and cross-border compliance and tax strategies, particularly in Spain, Germany, and the UAE. As a flat fee, fee-only fiduciary, my sole motive is to act in your best interest. My services include: Investment management Cash flow and budgeting FIRE and retirement planning Education planning for children Tax planning Small business planning Stock and executive compensation plans Cross-border and expat planning I am a CERTIFIED FINANCIAL PLANNER™ with the large firm experience to comfortably manage portfolios of any size and the small firm dedication to building client relationships. My insights have been featured in MarketWatch, and I hold several professional memberships. I started Make The Memory (MTM) Financial Planning with a simple mission: help you live your life to the fullest today while building a secure, confident tomorrow. I am always interested in learning what drives you and how I can support your goals. Schedule a free 30-minute consultation to meet from anywhere.

Jordan Vlastuin is a CFP® with four years of industry experience, currently serving as a financial advisor at Make the Memory Financial Planning. His prior roles include positions at Magellan Federal, Facet Wealth, Zeiders Enterprises, and Heritage Wealth Management. Make the Memory Financial Planning provides investment advisory and financial planning services to individuals, registered investment advisers, and corporate entities. The firm employs a mix of fundamental and technical investment methods, including active strategies such as short-term trading and option writing, with accounts reviewed quarterly to align with client objectives and risk tolerances.