Discovering How You Take On Life's Challenges and Live Life On Purpose
What do you want to achieve in life? How do your financial resources support you?
Aligning Your Financial Decisions With Your Life’s Purpose
Making sure money supports your vision, rather than dictating it.
Providing Ongoing Guidance
Financial planning that grows and adapts as your life changes.
A Financial Partner for Every Chapter of Life
We help to align our clients' financial resources and decisions to live life on purpose.
We find that our clients want help, advice and ongoing wisdom from their planner to take on life's challenges and move in new directions as new goals develop.
At Jordan Financial Life Planning, our life-centered financial planning approach focuses on:
- You, your values and your purpose.
- The people that bring meaning to your life.
- Your overall needs, goals and objectives.
Who We Are is aligned with what we do
We help people align their wealth with their life goals.
What we can do for you
We create financial plans that bring clarity, security, and freedom.
What We Offer
We offer personalized financial guidance that evolves as your life does. Unlike firms that get paid by pushing specific products, we remain fully independent, selecting the best solutions for your unique situation.
A Fiduciary You Can Trust
Planning for Tomorrow, So You Can Enjoy Today
Your financial future should feel like a source of confidence, not uncertainty. Whether you are preparing for retirement, growing your wealth, or navigating a life transition, we’re here to guide you every step of the way.