Discover your purpose. Live it, passionately, every day. Doesn't that sound nice?

Husband, Eagle Scout, outdoorsman, musician, photographer, finance nerd, planner, & advice-giver. These are my points of passion. I carry a lot of titles. Every single one is connected to my CORE purpose in life -to help other people discover their purpose & live it passionately. This is my story.

I'm the son of a successful financial advisor & a caring math teacher. I was homeschooled for 12 years by those nerds. Yet, it wasn't until my first few college finance classes that I realized: "maybe I have a knack for finance, too." I tested it out. It stuck like everything else.

I spent the next 6 years chasing a dream. What if I could wake up everyday & help other people discover their purpose, live it passionately, & use their money to leave a massive legacy? A legacy where generations remember their names & remember their values. No sales. No quotas. Just giving people advice that changes their life.

I interviewed & talked to people at every major financial "service" firm. All I saw was products being sold by salespeople who couldn't give advice.

I searched hard for a firm to call home; I looked at big firms, small firms, independent firms, you name it. A place where I could connect with the tools I needed to serve my clients & be given the freedom to run my own business. 

In 2022, I discovered Core Planning. And I realized my dream could be a reality, so I joined the community.

No sales. No quotas. All passion.

Contact:

jordan@corepln.com

205-936-4401