Your Life. Your Future. 

Life Isn't A Rehearsal.

Life is for living! Planning starts by recognizing the circumstances of our lives, whether facing a life transition such as impending retirement to launching children into the real world, or establishing goals to give you check points along the way. In the end, financial planning isn’t just about numbers—it’s about you. At Jordan Financial Life Planning, we help align your financial resources to help you live life on purpose, ensuring that your growing wealth supports your lifestyle, values, relationships, and the dreams you hold close.

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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?

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Aligning Your Financial Decisions With Your Life’s Purpose

Making sure money supports your vision, rather than dictating it.

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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.

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Who We Are is aligned with  what we do

We help people align their wealth with their life goals.

What's Our Vision

What we can do for you

We create financial plans that bring clarity, security, and freedom.

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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.

  • Financial Life Planning

    A holistic approach that connects your financial decisions to your life’s purpose. Financial Life Planning is Lifestyle Financial Planning


  • Investment Management

    Independent, tailored portfolios, consistent with your risk profile, designed to grow over time and provide ongoing income to support your lifestyle

  • Retirement Planning

    Personalized strategies to help you navigate the moving parts of cash flow, income and tax planning, as well as financial security for your future, in all its phases

  • Tax and Estate Planning

    Guidance to help preserve and transfer your wealth, consistent with paying as little income or estate tax as possible, without cutting corners for your own lifestyle

  • Risk Management

    Developing a plan to accept appropriate levels of risk for our expectations for positive returns on money or life so we can move forward confidently

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.

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