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Make the Memory Financial Planning
Make The Memory (MTM) Financial Planning is a fee-only, flat-fee fiduciary firm offering cross-border financial planning for Americans living or moving...
Overview
Make The Memory (MTM) Financial Planning is a fee-only, flat-fee fiduciary firm offering cross-border financial planning for Americans living or moving abroad, including Spain, Germany, and the UAE. Services include comprehensive financial planning, cross-border investment management, international tax strategies, expat retirement planning, relocation support, and federal and military OCONUS planning. The firm emphasizes personalized plans that help clients live fully now while building a secure future.
General information
Firm type
RIA
Principals
Matthew Hale
CFP, Partner
Jordan Vlastuin
CFP, Partner
Jordan Vlastuin
CFP®, Partner at MTM Financial Planning; cross-border financial planner based in Germany
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