Jordan Vlastuin, CFP®

Fee Only Advisor for Public Sector Employees, Veterans, & Small Business Owners

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Make the Memory Financial Planning Jordan Vlastuin, CFP®
Johnson City, TN

Serving Clients Nationwide

Fee Only Advisor for Public Sector Employees, Veterans, & Small Business Owners

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Areas of Focus

  • Equity Compensation Options
  • Estate Planning
  • Financial Life Planning
  • High Net Worth
  • Inherited Wealth
  • International and Cross-border Planning
  • Investment Management
  • Owning a Business
  • Real Estate Investing
  • Retirement Planning
  • Retiring Early (F.I.R.E)
  • Saving for College
  • Taxes
  • Travel

About Jordan Vlastuin, CFP®

Hi, I'm Jordan Vlastuin. Financial planning isn’t just about maximizing every dollar—it’s about creating security, confidence, and the freedom to make lasting memories. I believe that money is a tool to help people achieve their dreams, and my passion lies in guiding you toward what matters most.

With over 10 years of experience, I have had the privilege of providing advice to hundreds of individuals and families from diverse backgrounds, offering tailored solutions to meet their unique needs. My expertise is particularly focused on supporting military families in transition, young professionals, and helping families navigate the complexities of international moves. I pride myself on a creative and adaptable approach to addressing the unique tax and financial challenges that arise during significant life transitions.

My wife, Kara, and I are avid travelers who have lived abroad for over five years. We deeply understand both the passion for living abroad and the challenges it entails. When we're not traveling, you’ll likely find us hiking, skiing, or spending time with our dog, Dug.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER ®

Affiliations

  • CFP Board
  • Fee Only Network
  • Flat Fee Advisors

Primary Location

Johnson City, US

Video

Meeting Options

  • Video Conference
  • Phone

Compensation Methods

  • Fee Only
  • Flat Fee

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free, 45-minute conversation. This time is about getting to know you. Your financial aspirations, what matters most to you, and what you’re looking for in a financial planning relationship. We’ll walk you through our planning process, answer your questions, and explore how we can help you use your resources to create meaningful experiences with your family, friends, and community.

Offers Investment Management

Yes

About Make the Memory Financial Planning

Make the Memory Financial Planning offers virtual, fee only financial planning services for veterans, federal employees, and small businesses.

We aim to empower you to live fully and focus on what matters most: creating meaningful moments and lasting memories with the people you love. We deliver trusted, high-quality financial advice to help make it possible.

We are dedicated to watching over your finances so you can focus on what truly matters. As fiduciary Certified Financial Planners, with over 25 years of combined experience, we take a team approach ensuring every detail is reviewed with the benefit of two experienced perspectives.

People First

It's about you, not us. Everyone deserves advice from professionals who genuinely care about your success.

Radical Transparency

We provide honest advice. We uphold the highest fiduciary standards and are upfront about our fees and practices.

Tailored Experience

We take our time and pay attention to you. By leveraging our combined expertise, we deliver thoughtful, personalized, fiduciary advice.

Education

University of Minnesota, Duluth, Bachelor of Business Administration (BBA), Financial Markets with a minor in Financial Planning

Hobbies and Interests

  • Animals
  • Camping
  • Canoeing
  • Cooking
  • Hiking
  • Rock Climbing
  • Running
  • Skiing
  • Traveling

Who We Serve

  • Americans Living Abroad
  • Baby Boomers
  • Business Owners
  • Contractors
  • Couples
  • Dual Income Family
  • Entrepreneurs
  • Expats
  • Families
  • Financial Independence Retire Early (FIRE)
  • Foreign-Born Individuals
  • Gen X
  • Gen Y / Millennials
  • Government Employees
  • Immigrants
  • Intergenerational Families
  • Living in Retirement
  • Military
  • Parents
  • Real Estate Investors
  • Remote Workers
  • Travel Lovers
  • Veterans
  • Women’s Finance
  • Young Families

Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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