Jordan Curnutt
CFP®
Quantum Financial Planning
Financial Planner
Jordan Curnutt
CFP®
Quantum Financial Planning
Financial Planner
Get organized. Make a plan. Live your life. - Jordan Curnutt, CFP®
Fee-Only financial planner located in Spokane, WA, serving clients locally and across the country
Jordan Curnutt is a Spokane, WA fee-only financial planner. Quantum Financial Planning provides comprehensive and tailored financial planning, wealth management, and estate planning to help near-retirees, clients in transition, and real estate professionals organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jordan Curnutt is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Jordan Curnutt, CFP® is a Financial Planner for Top Producing Real Estate Professionals who want to gain more control and predictability over their future and financial success. Jordan applies a structured process designed for real estate professionals’ unique financial situation, including cash management, rental real estate modeling, loan management, and tax considerations. With this process, Jordan helps Top Producers strategically manage wealth, optimize variable income, and balance net worth.
Since graduating from Eastern Washington University with a degree in Finance, Jordan has earned his CERTIFIED FINANCIAL PLANNER™ designation and is a member of the Spokane Chapter of the Financial Planning Association and the Spokane Financial Advisors Network.
Jordan and his wife, Alyssa, were both raised in Spokane and have two daughters, Addy and Sydney. He competed as a student-athlete in the sports of Cross Country and Track & Field locally for both Mead High School and Eastern Washington University. Although he no longer runs competitively, he still greatly enjoys following the sport and volunteers his time to help organize Spokane’s annual Bloomsday race.
Quantum is an independent comprehensive financial planning firm dedicated to improving the lives of those around us. The Quantum Team strives to give its clients peace of mind and clarity along the path toward achieving their life goals.
The Quantum Financial Planning Process has been specifically designed for those within 5 years to retirement, with over $750k of investable assets, and a desire to make a plan for their financial future.
Quantum offers a Complimentary Insight Meeting for you to get a feel for their services and for Quantum to identify the avenue that best addresses your financial planning needs.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Rental Real Estate Modeling
- Cash Flow Planning
- Tax Planning
- Investment Management
Ideal Clients
- Top Producing Real Estate Agents
- Retirees and Near Retirees
- Business Owners and Executives
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Jordan Curnutt is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Jordan Curnutt is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Jordan Curnutt is a Member of the Spokane Financial Advisors Network, a group of independent financial planning experts who each meet qualifications and standards that exceed those of most financial planners
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Jordan Curnutt Contributes Articles to Inman
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Jordan Curnutt Contributes to Inman: "You told us your exit strategies. A CFP breaks down what works (and what doesn't)"
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Jordan Curnutt is Quoted on Inman: "15 smart money management rules to live by"
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Jordan Curnutt Contributes to Inman: "7 tax-advantaged accounts every real estate agent needs to consider"
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Jordan Curnutt Contributes to Inman: "5 tax-planning moves for money-savvy real estate agents"
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Quantum Financial Planning is Featured on Kitces.com Nerd's Eye View Blog: "5 Design Tips To Boost Trust And Credibility On Your Advisor Website"
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Jordan Curnutt Contributes to Windmere Property Management's Blog: "3 WAYS REAL ESTATE INVESTMENTS FIT IN YOUR FINANCIAL PLAN"
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Jordan Curnutt is Quoted on BankRate.com: "5 ways to get your finances ready for holiday spending"
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Jordan Curnutt is Featured in Rebi's Real Estate Business Magazine: "A Different Kind of Team: Build Your Financial Team"
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Jordan Curnutt Contributes to Real Estate Agent Magazine: "11 Financial Planning Tasks Realtors Should Be Delegating to Their Financial Advisor"
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Jordan Curnutt Writes for Real Estate Agent Magazine
Contact Jordan Curnutt
Office Locations:
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1212 N Washington St
Suite 220
Spokane, WA 99201
