MAKE THE Memory Financial Planning
SEC RegisteredFINANCIAL PLANNING FOR THE LIFE YOU DON'T WANT TO MISS
About the firm
Make The Memory (MTM) Financial Planning offers flat-fee, comprehensive financial planning and fiduciary advice designed for expats, government employees, and Americans preparing for life abroad. The firm is led by two CERTIFIED FINANCIAL PLANNERS® with over 25 years of combined expertise, specializing in international moves, government transitions overseas, cross-border financial planning, and retirement abroad.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial planning, investment management, tax planning strategies, retirement planning, specialized support for complex life situations (home buying, moving abroad, starting a business), and navigating federal benefits.
Who they serve
Federal employees and military families, Boston City Firefighters and first responders, small business owners, and expats and Americans moving or living abroad.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 33 | $8.0M |
| High Net Worth Individuals | 5 | $855k |
Leadership
Office locations
Regulatory & compliance
Data as of April 13, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MAKE THE Memory Financial Planning has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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