Matthew Hale, 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 Matthew Hale, CFP®
Hi, I'm Matthew Hale. Creating a detailed financial plan is the cornerstone of turning your dreams into reality. My passion lies in crafting and continually refining your plan, ensuring you have a clear understanding of the journey ahead. Together, we’ll work to keep you on course, adapting as needed to navigate the changes life brings. With over 15 years of experience I’ve had the privilege of advising hundreds of families and even educating fellow financial advisors on complex financial topics. Over time, I’ve discovered that my expertise and passion are particularly aligned with supporting small business owners and professionals navigating stock compensation. I take pride in making complex financial concepts accessible and ensuring that you feel confident and comfortable in your financial decisions.
As a Boston native, I’m an avid sports fan. My wife, Briana, and I share a love for golf and travel, always looking for new courses to play and destinations to explore. As a small business owner myself, I understand the challenges of balancing the demands of daily operations with long-term aspirations. This experience drives my commitment to helping others achieve that same balance in their financial lives.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
-
National Association of Personal Financial Advisors
- XY Planning Network
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 public sector employees, veterans, 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.
Education
Arizona State University, Bachelor's degree, Economics
Hobbies and Interests
- Family
- Golf
- 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
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