Life-Centered Financial Planning

Aligning Your Wealth With What Matters Most

Listening First, Planning With Purpose

Our clients say we listen.  They come to us with concerns, changing circumstances, and financial questions that need answers.


Our clients say we understand.  They want clear, non-judgmental advice that simplifies complex financial decisions.


Our clients say they trust us.  They share their goals and learn that it’s okay to dream big.


At Jordan Financial Life Planning, financial planning isn’t about chasing numbers—it’s about aligning your financial resources with your life’s purpose. Whether you’re managing cash flow, navigating life transitions, or planning for retirement, we ensure that every decision supports the people, values, and experiences that matter most to you.

A Life-Centered Approach to Planning

Addressing the Big Questions

How do financial decisions serve your life’s purpose?

Navigating Transitions

Managing career changes, retirement, or major financial shifts.

Providing a Clear Framework

From investment strategy to estate planning, we build a roadmap for financial confidence.

A black and white icon of a circle and a square on a white background.

Are You on Track?

We answer this question by understanding where that track is leading. Planning isn’t about restriction—it’s about creating clarity and confidence so you can make the right financial choices at every stage of life.



Schedule a consultation to start planning your future.

Contact Us