Jordan Vlastuin, CFP®
Fee Only Advisor for Public Sector Employees, Veterans, & Small Business Owners
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Serving Clients Nationwide
Fee Only Advisor for Public Sector Employees, Veterans, & Small Business Owners
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
- Fee Only Network
Primary Location
Clemmons, NC
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
SEC Lookup
View DisclosureWho 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.
Write a Review
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A thoughtful advisor who explains things for normal people!
We’ve been working with Jordan for nearly two years now, and he’s a true gem. Jordan on multiple occasions has helped us understand complex systems in a way that makes sense to people who don’t do this stuff day in and day out. He makes clear, thoughtful recommendations that are grounded in reality. We’ve referred several people to connect with Jordan and will continue to do so!
A knowledgeable advisor who tailors guidance to align with my goals
I started my financial planning in my early 50's with minimal financial background. Jordan and Matt have been patient with starting with the basics and explaining (many) questions to help guide me to make informed decisions. They are always professional and also build a relationship to make me comfortable knowing we are working together for my future. Offers guidance for adjusting plans as my goals change. I highly recommend their services for their knowledge and skills for tailoring their guidance for each client individually.
The most well rounded knowledgeable advisor!
Jordan is amazing with his extensive experience and knowledge across such a broad spectrum. He has truly supported my family with getting so many things better aligned and he has all the interest to see that we are taken care of! Jordan is very accommodating and supportive when it comes to dealing with other institutions and assist to make it an easy bearable process. Jordan and Matt are an incredible team that understand and cover everything from investing to insurances. I 100% recommend their services to anyone who really wants to set their futures to higher levels!
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