Jordan Graham, CFP^®

How do I help our clients live a richer life?
As a member of the Personal CFO team, I help clients integrate their passions and goals into a financial plan that works for them. I am reminded every day just how lucky I am to work with such a diverse group of individuals working together to find creative solutions.

How do I align my time and money with my values and passions to live a richer life?
To live a richer life, I focus my time and resources on activities that align with my values and passions. I prioritize exploring new golf courses in different locations, fueling my love for the game and satisfying my sense of adventure. Additionally, I invest in attending conferences where I can meet individuals from diverse backgrounds and fields of expertise, allowing me to gain new perspectives and broaden my horizons.