Having a secure steady income that gets paid on time and is virtually guaranteed for years into the future is unheard of in corporate America where changing jobs frequently has become the norm. That secure income is an incredible opportunity – and one that you can waste if you don’t take advantage of the time you have with a systematic, intentional process to align every one of the dollars you earn with your values, statement of financial purpose, and goals for the life you truly want.
Using the systematic approach to optimize how you align your money and life means taking advantage of the amazing opportunities you have right now, while still securing your financial independence for tomorrow. We’ll help guide, educate and provide you with all the information you need to make informed decisions to secure the freedom and flexibility in life you desire now and in the future.
For Junior Officers balancing deployments and demanding careers who want to:
Learn
Align Money
Develop a Plan
Learn
- Cadets and midshipmen navigating being in college and making their own financial choices for the first time.
- Newly commissioned officers reporting into their first unit.
- Junior Officers receiving bonuses and incentive pay.
- Cadets and Midshipmen about to take their career starter loan and not sure how to use it.
- Couples who value being proactive and want to learn how to navigate the stresses that military life causes.
GO ON OFFENSE & GET PROACTIVE
- Learn how to set up a system for spending and saving that allows you to enjoy more of what you want in life now, while securing your financial future
- Explore the true costs and benefits of each choice when you reach critical inflection points in life — like when you're deciding to take a bonus, deciding on a specialty, beginning a family, buying a home, or working toward financial freedom
- Plan for opportunities and mitigate risks, all while keeping your goals and values in mind so your financial strategy reflects what matters most to you
INVEST STRATEGICALLY & GROW WEALTH
- Know how to decide where every dollar is best allocated in order to reach your goals
- Learn about tax-efficient strategies and plan appropriately around taxable events that could be triggered by bonuses, incentive pay, and promotions
- Master strategies to manage risk, asset allocation, and portfolio diversification in the context of your needs and what you hope to accomplish
- Get the education and information you need to feel confident about your investment strategy
PREPARE FOR COMPLEXITY
- Prioritize the order of your goals after determining what's most important, and give you the tools to create clarity around the best next steps to take with your money
- Prepare for deployments and limited connectivity by automating what you can and learning techniques to simplify your financial strategy
- Understand the purpose of insurance requirements so you can get what you need - avoid scams designed to take advantage of military personnel - and drop any insurance you don't need.
