Let's Build
Your Plan.
30 minutes. Your rank, your pay, your goals. We leave with a written action plan.
Personalized to your situation
Your rank, pay, benefits, and goals — not generic advice.
TSP & Roth IRA setup
I'll walk you through the exact accounts to open and how much to put in.
VA Loan & BAH strategy
How to turn your housing benefits into a wealth-building tool.
Investment plan
Simple S&P 500 strategy that works on any military salary.
30 minutes, structured
I come prepared. We leave with a written action plan.
100% free. No pitch.
I'm not selling anything. This is how I give back.
Pick a Time That Works
Sessions are available evenings and weekends. All time zones welcome — I work around your duty schedule.
Choose a Time →Opens in a new tab · Free · No account required to book
Before
“I had no idea where my money was going. I knew nothing about TSP, the S&P 500, or how to budget properly. I had no spending awareness and no plan for the future.”
After
“The first thing I did was raise my TSP contribution from 5% to 60%. I paid off all my credit card debt. I built a monthly budget in Excel and started tracking every dollar. I'm still working on cutting expenses for my wife and me — but for the first time in my life, I have a real plan.”
“It's never too late to start. Just save as much as you can, keep an open mind, and listen to what Joe is sharing. Doing all of this will definitely put you in a better place.”
— PFC Seydi, US Army
I am not a licensed financial advisor. Sessions are educational and based on my personal experience. Please consult a licensed professional for personalized financial advice.