# Make the Memory Financial Planning

Make the Memory Financial Planning is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/mtmplanning

## Regulatory record

- **CRD number:** 331666
- **SEC file number:** 801-130457
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/331666

## About

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.

## People

- Matthew Hale — CFP, Partner
- Jordan Vlastuin — CFP, Partner
- Jordan Vlastuin — CFP®, Partner at MTM Financial Planning; cross-border financial planner based in Germany

## Related profiles

- [Green Tree Wealth](https://altss.com/profile/green-tree-wealth-inc)
- [Gutman Financial Planning](https://altss.com/profile/gutman-financial-planning-llc)

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Last updated: 2026-08-11T15:07:19.634Z

Canonical page: https://altss.com/profile/make-the-memory-financial-planning

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