WE DO THINGS DIFFERENTLY
Because Life is For Living, Not Just Saving for Someday!
At MTM Planning, we believe financial planning should be about people, not products. We offer flat-fee fiduciary financial advice that’s built on honesty, empathy, and genuine partnership.
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Our mission is simple: help you live your life to the fullest today while building a secure, confident tomorrow.
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We call it “Make the Memory” because that’s what it’s really about: using your money to create the moments that matter: build your dream home, take the sabbatical, feel more at peace—live more now, not just “someday.”
WHAT WE BELIEVE
We believe financial planning should empower you to build a life you love.
Here’s what guides us:
Financial planning should feel empowering, not intimidating.
Your values, goals, and lifestyle matter just as much as your balance sheet.
Everyone deserves clear, trustworthy advice, no matter their net worth or stage of life.
Transparency isn’t optional. You’ll always know how we’re compensated and what to expect.
The best plans start with listening.
MEET YOUR FIDUCIARY FINANCIAL PLANNERS
MATTHEW HALE, CFP® — PARTNER
With over 15 years of experience, I’ve helped hundreds of families and professionals make confident financial decisions at every stage of life. I especially enjoy helping small business owners and public sector employees simplify complex planning so they can focus on what matters most and move forward with clarity and peace of mind.
JORDAN VLASTUIN, CFP® — PARTNER
With over a decade of experience, I help individuals and families with unconventional careers or global lifestyles navigate life changes with clarity and confidence. From military and public sector professionals to expats and digital nomads, I specialize in complex, cross-border planning tailored to real-world needs—not one-size-fits-all formulas.
DIFFERENT ON PURPOSE
We didn’t set out to build a typical financial firm. ‘Typical’ just didn’t feel good enough.
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At MTM Planning, we’re not chasing prestige or selling products. We’re here to walk alongside you, helping you use your money to design your dream life.
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Clients tell us “it feels different here.” That’s by design.
TWO CFP®s, ONE SHARED MISSION
You get the benefit of two experienced CERTIFIED FINANCIAL PLANNERS®, each with their own expertise. Our collaboration means you always have someone in your corner, ready to support you when life shifts.
FLAT-FEE, FIDUCIARY-ONLY
We’re paid only by you, not by commissions or product sales. That means our recommendations are always in your best interest. No pressure. No surprises. No sales.
PLANNING ROOTED IN YOUR LIFE
We work with public servants and firefighters, small business owners, federal employees, and military families. We understand how your benefits, transitions, and dreams fit into your bigger financial picture. Our planning is customized to your unique circumstances and adapts as your life changes.
BUILT ON RELATIONSHIPS
We want to know what matters most to you, catch up on life, and celebrate your milestones. When we say we’re in your corner, we mean it.
