A practice built on partnership.
Connected Financial Strategies was built around a simple idea: financial guidance should feel like a conversation between trusted friends — grounded, honest, and rooted in your real life.
We work with families, professionals, and business owners who have done the hard work of building something meaningful and now want to protect it, grow it, and use it to live well. Our role is to help connect the pieces — what you have, what you want, and the steps in between.
We believe planning is most powerful when it's personal. So we take the time to know you before we recommend anything, and we stay close as the plan evolves with your life.
Listen first
Before we recommend anything, we work to understand what matters to you — your people, your priorities, and the life you're building.
Educate openly
We translate financial complexity into plain language. When you understand the why behind a strategy, you own the decision.
Walk with you
Plans evolve. So do lives. We meet you where you are at every stage, refining the path as the landscape changes.
Stay independent
Our recommendations follow your goals — not a script. We choose tools that fit you, not the other way around.
The people you'll work with.
Founder & AdvisorJordan Alvarez
Jordan partners with clients on the long arc of their financial life — from early career through retirement and legacy. Known for steady listening and patient education, he believes good planning should make the future feel less heavy, not more.
Financial AdvisorLogan Fields
Logan brings a deep curiosity for the human side of money. He spends his days helping families and business owners turn complicated financial pictures into clear, livable plans — and his evenings outdoors with his family in West Michigan.
"Our goal is to give you the confidence to make wise decisions today, so you have the freedom to live your best life tomorrow."
Start a conversation