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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 abroad,...
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 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
Frequently asked questions
What is Make the Memory Financial Planning?
Make the Memory Financial Planning is a ria tracked on Altss.
What does Altss track for Make the Memory Financial Planning?
Altss maintains an OSINT-verified profile of Make the Memory Financial Planning covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What type of firm is Make the Memory Financial Planning?
Make the Memory Financial Planning is classified by Altss as a RIA.
How does Altss source intelligence on Make the Memory Financial Planning?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Make the Memory Financial Planning's Altss profile last updated?
Make the Memory Financial Planning's profile on Altss was last refreshed on August 11, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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