Make the Memory Financial Planning

Fee Only Advisor for Public Sector Employees, Veterans, & Small Business Owners

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Make the Memory Financial Planning Make the Memory Financial Planning

Clemmons, NC

Serving Clients Nationwide

Fee Only Advisor for Public Sector Employees, Veterans, & Small Business Owners

8 Certified Advisor Reviews™

5 out of 5 Stars

Website

Primary Advisor Locations

Video

Book Intro Call

Compensation Methods

Fee Only
Flat Fee

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.

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Who 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

Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Outstanding financial advisor

✅ Wealthtender Certified Advisor Review™

Mar 26, 2026

Matt Hale has been my financial advisor for over five years and I have only praise for his guidance. He is very knowledgeable, excellent at hearing and responding to my thoughts and feelings regarding strategy, is an excellent communicator and has delivered great results, steering me through times of turbulence as well as through the good times.

Relationship to Financial Advisor: Client as of Mar 26, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Georgia Huff

A thoughtful advisor who explains things for normal people!

✅ Wealthtender Certified Advisor Review™

Mar 16, 2026

We’ve been working with Jordan for nearly two years now, and he’s a true gem. Jordan on multiple occasions has helped us understand complex systems in a way that makes sense to people who don’t do this stuff day in and day out. He makes clear, thoughtful recommendations that are grounded in reality. We’ve referred several people to connect with Jordan and will continue to do so!

Relationship to Financial Advisor: Client as of Mar 16, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Jake

An advisor who really knows you

✅ Wealthtender Certified Advisor Review™

Mar 13, 2026

We’ve been working with Matt for nearly two years now, and I cannot emphasize enough how great it is to partner with someone who takes the time to listen to and understand your financial situation. Matt takes the time to get to know your particular situation, evaluate alternatives available to you, and makes clear, thoughtful recommendations. We’ve referred several people to connect with Matt and will continue to do so!

Relationship to Financial Advisor: Client as of Mar 13, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Jake

Deep Knowledge and Personalized Advice

✅ Wealthtender Certified Advisor Review™

Mar 12, 2026

Matt and Jordan are both fully committed to supporting their clients. They've been so helpful to me as I've navigated several personal challenges and professional transitions. They are always quick to respond or to be available as needs change, and their advice and recommendations are based on solid data, and the results speak for themselves. They listen and take my situation into consideration in their analyses and know and respect my threshold for risk. Truly personalized and contextualized service and support. I feel informed, aware, supported, and confident in my financial planning and strategy. I'm so glad to be part of the MTM family :)

Relationship to Financial Advisor: Client as of Mar 12, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

K. Creagh

A knowledgeable advisor who tailors guidance to align with my goals

✅ Wealthtender Certified Advisor Review™

Mar 12, 2026

I started my financial planning in my early 50's with minimal financial background. Jordan and Matt have been patient with starting with the basics and explaining (many) questions to help guide me to make informed decisions. They are always professional and also build a relationship to make me comfortable knowing we are working together for my future. Offers guidance for adjusting plans as my goals change. I highly recommend their services for their knowledge and skills for tailoring their guidance for each client individually.

Relationship to Financial Advisor: Client as of Mar 12, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Darcie Webster

The most well rounded knowledgeable advisor!

✅ Wealthtender Certified Advisor Review™

Mar 11, 2026

Jordan is amazing with his extensive experience and knowledge across such a broad spectrum. He has truly supported my family with getting so many things better aligned and he has all the interest to see that we are taken care of! Jordan is very accommodating and supportive when it comes to dealing with other institutions and assist to make it an easy bearable process. Jordan and Matt are an incredible team that understand and cover everything from investing to insurances. I 100% recommend their services to anyone who really wants to set their futures to higher levels!

Relationship to Financial Advisor: Client as of Mar 11, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Addy Stevens

The best advisors for all needs!

✅ Wealthtender Certified Advisor Review™

Mar 11, 2026

Matt comes with a great deal of knowledge in numerous areas that I would have never expected out of an advisor! His real estate expertise mixed with investment knowledge is invaluable. Matt and Jordan are an incredible team that really cover all the bases for any mix of needs! The ease to work with this team is so refreshing and the fact that they are not one stated based just exemplifies the diversity in experience they have. Matt and Jordan have and continue to set our family up for success in an array of areas.

Relationship to Financial Advisor: Client as of Mar 11, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Addy Stevens

confidence and peace of mind

✅ Wealthtender Certified Advisor Review™

Mar 11, 2026

I know it sounds cheesy and cliche', but Matt and Jordan have brought incredible peace of mind to my spouse and I through the past several turbulent years. While the world seems to grow more chaotic by the moment, our relationship with Matt has brought us the confidence that our financial planning is going to keep our growing family on track to meet our goals. From the very start, I knew Matt was a good fit for me and my family because of his straightforward and honest assessment with our financial situation and assurance that he was looking out for our best interests rather than simply trying to get us to buy or sell the latest financial fad. Would highly recommend Matt and Jordan to anyone looking to build a solid financial plan for the future.

Relationship to Financial Advisor: Client as of Mar 11, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Joe S.

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