Heather Jordan, CFP®, MBA, Managing Director
At Emerj360, we believe that financial planning is about more than just numbers. It’s about creating a strong future for yourself and your loved ones.
From navigating significant life events to reaching your long-term objectives, our team is committed to helping you navigate life’s financial journey. We also understand that every client is unique; that’s why we customize our approach to fit your particular needs and goals.
In this article, I highlight the strategies we use to help our clients pursue their financial goals with confidence.
Personalized Financial Planning
One of our firm’s priorities is to provide personalized financial planning to help you plan for what’s next. We take a 360-degree look at your unique financial situation to comprehend your individual objectives, risk tolerance, and time horizon.
We also give you access to educational materials to help you stay informed, empowering you to make wise financial decisions. Our goal is not to simply just get you to retirement, but to help you build (and enjoy) the retirement of your dreams.
Strategic Investment Management
As a division of Trust Point, our investment management services are provided by a dedicated and experienced team. Utilizing a thorough understanding of market movement, the Trust Point Investment Team is committed to conducting meticulous research with the goal of providing investment strategies that align with your specific financial objectives.
Further, our investment team has over a century of experience and a solid history of navigating diverse market conditions efficiently.
Local Financial Partners
Deciding to work with a local financial partner isn’t just choosing a financial professional; you’re partnering with someone knowledgeable about your community and its unique challenges and opportunities.
When you call our firm, instead of dealing with a 1-800 phone tree, you speak with a local agent who is familiar with you and your specific needs. This personalized approach is at the core of who we are as your financial partner.
Because each client’s journey is different, we’re dedicated to bringing individualized plans to the table. That means you get customized, localized financial strategies built on the knowledge and experience of a reputable team.
Empowering Thriving Financial Futures Through Education
We’re firm believers that knowledge is the cornerstone of financial accomplishments. That’s why we’re dedicated to providing our clients with the educational resources they need to make wise financial decisions. We use a range of platforms to provide our instruction, such as webinars, in-person seminars, and a number of online tools and resources.
We think that by giving people the information and resources required to fully understand their finances, we can help them confidently pursue their financial objectives and create a solid financial future.
Fiduciary Responsibility
Lastly, I want to share about our commitment to fiduciary responsibility. The core principle of a fiduciary is to prioritize the needs and interests of the person or entity they are responsible for above their own. As fiduciaries, we have a moral and legal duty to always put your financial needs first and foremost. Our goal is to establish lasting connections founded on transparency and trust.
We want you to always be aware of what you’re paying for. That’s why our rates are transparent and based on a percentage of your assets. Our interests are completely in line with yours thanks to this fee structure.
You should also know that by removing commissions from the equation, we can focus solely on providing an objective approach. Our priority is always to cultivate an enduring relationship with you so you can confidently progress toward your financial goals.
We’re Here to Help
No matter your age or financial situation, having a financial plan is key to pursuing your goals.
At Emerj360, our team provides personalized financial and retirement planning with a strong fiduciary commitment to your priorities. We’re a fee-only firm, so our guidance is always focused on your goals, not our commissions.
Backed by Trust Point’s 110 years of experience, we offer a local, hands-on approach to confirm that you get the support you deserve—with real people available to help you every step of the way.
To schedule a meeting, call 833-637-5360, email info@emerj360.com, or book online here.
About Heather
Heather Jordan is the Managing Director for Emerj360, and is responsible for the management of the division, new business development and the expansion of Emerj360’s many services, as well as strategic planning. Heather is a CERTIFIED FINANCIAL PLANNER® professional, which guides her in helping investors who are nearing retirement, to younger investors setting the course for retirement savings. She also provides insights on 401(k) rollovers, when to take Social Security, and how to save for college expenses. Heather and her team often present financial education seminars for clients and community organizations.