Our Process

You're one step closer to financial freedom, friend. Here's what you can expect when you join the Jordan Wealth Management family. Our goal is to empower you with knowledge and give you the tools to make informed decisions for you and your loved ones. Let's crush those financial goals together! 

Did you know that CFP® professionals across the country provide free, no-strings-attached, financial advice to underserved people in need? Pro bono financial planning helps people take control of their financial lives and has a positive impact on individuals, families and communities.

At Jordan Wealth Management, we believe that everyone should have access to sound financial advice. One of our core values is EMPOWERMENT. That's why it is our goal to dedicate 100 hours each year to providing no-cost financial guidance to those in need. Whether you or someone you know requires assistance, we're here to help.