Promoting financial fitness for service members and their families

Learn to take command of your finances so you can focus on what matters most

Schedule a consulation

Promoting financial fitness for service members and their families

Learn to take command of your finances so you can focus on what matters most

Schedule a consultation

Military Money Basics

$175

Includes one 60-minute meeting and documented recommendations

$497 and up

Financial counseling packages include 6 weekly or biweekly meetings, unlimited email support, and documented recommendations

Service members and their families face unique financial challenges that can make managing money feel complex and overwhelming. In order to find financial stability and achieve independence, it’s important to focus in on the basics first. Through consultations or ongoing counseling we can discuss the following topics and more:

  • Learn to read your LES and annual statements

  • Take advantage of military protections and know your rights
  • Build your emergency savings, pay down debt and plan for the future

  • Understand and improve your credit score

  • Plan for your PCS move and know your entitlements

  • Understand how to maximize your retirement plan

Tax Preparation

$175 and up

Pricing varies by forms and complexity. Small business filings are $350 and up.

Comprehensive tax planning and accurate tax preparation can significantly improve your financial situation, both at tax time and year-round. Questions about previous filings? I can help with that too.

  • Part-year and nonresident state filings
  • Military Spouse Residency Relief Act state filings
  • Combat pay exclusions
  • Section 121 capital gains exclusions for property sales
  • Sole proprietorship and LLC filings, including year-end planning and estimated payment calculations

“Planning is bringing the future into the present so that you can do something about it now.”

-Alan Lakein

Work with someone who has been there and done that.

PCS. BRS. High-3. TSP. Military culture is unique and so are the challenges that service members often face. While many of those challenges are personal or professional in nature, they often directly affect finances as well. This is why it’s so important to find a professional who not only understands these specific issues, but one who has also lived them.