Jordan DeBoer, CFP®, AWMA®
Consolidating your financial life and helping you achieve your goals
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Serving Clients Nationwide
Consolidating your financial life and helping you achieve your goals
Areas of Focus
- Cash Flow
- Equity Compensation Options
- Financial Life Planning
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
About Jordan DeBoer, CFP®, AWMA®
Hi, I'm Jordan DeBoer. Professionally, I believe everyone should understand their finances from a high level, so we start there when building your plan before getting particular on each important topic. With industry experience since 2015, paired with multiple designations and licenses, my role as your personal financial guide is to bring clarity and purpose to your finances.I meet you where you are experientially and want to be the person you think of before you make big decisions, which aren’t always financial.
Personally, I’m a husband, a father, a believer, a volunteer, and an adventurer! I live in a small town in East Central Minnesota with my wife and 3 young boys.
We spend as many days in the summer outside mountain biking, hiking, camping and exploring. When the winter months keep us cooped up, I am able to dedicate more time to the numerous organizations I volunteer with - it’s a lot, but it’s just a part of giving back in a small community.
I co-founded the Milaca Trails Initiative, am an active member of the Milaca Area Chamber of Commerce, and I also spend time in other local volunteer positions with the Economic Development Committee and the Milaca Parks Commission.
Professional Designations
- Accredited Wealth Management Advisor (AWMA)
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
-
National Association of Personal Financial Advisors
- XY Planning Network
Primary Location
Calibration Financial
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a complimentary 30-minute initial consultation to kick off the process to get your service quote. I look forward to speaking with you.Offers Investment Management
Yes
About Calibration Financial
At Calibration Financial, we offer a modern advisory experience. Working with a financial professional shouldn’t feel like opening just another investment account. Your needs are unique, and so is your plan.Many conversations start with how to build better money habits. Others might flow towards your investment allocations. But what about your employer benefits package? Or what is the most efficient order to pay down your debt or save for that vacation property?
Let me be guide you through the tricky challenges of your financial life.
Comprehensive Wealth Management
You might be here because you make good-money and need to develop or improve your financial habits. Maybe you’re looking to understand your investments and align them with your values.
Would you sleep better at night if you could reach out to a trusted partner when you had a question about a major purchase? Or need to know how you should allocate your retirement accounts new investment options? Or someone to keep you accountable to your goals?
Working with a CERTIFIED FINANCIAL PLANNER™ professional can provide those answers and peace of mind.
Who Our Services Benefit Most
✔️ High-Earning Professionals
Early to mid-career professionals with income levels that could be better allocated to achieve your goals.
✔️ Business Owners
You do what you do best, so keep at it and bring in a professional to handle the things you aren’t as fluent in, like tax planning and retirement saving plans.
✔️ Families
When you have a family, one thing you likely are looking for more of is time. Align your current goals with your values and legacy plans through a structured relationship to keep you accountable to yourself.
Education
Colorado Christian University, Bachelor of Science, Business Administration (Project Management & Finance)
Hobbies and Interests
- Camping
- Cycling
- Family
- Hiking
- Rock Climbing
- Skiing
- Volunteering
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Gen Y / Millennials
- Individuals
- Technology Professionals
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