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
“Before we talked, I was not sure which account to use or where to invest my money. After speaking with Joe, I gained a better understanding of investing and the options available to me. My perspective on investments changed for the better, and I am grateful to God for bringing us together.”
After
“After our conversation, I opened and started investing in Roth IRA accounts for both of my sons and for myself. I also increased my contributions to my TSP account to build long-term financial security. In addition, Joe showed me how to take advantage of doing the bank promotions and bonuses, which allowed me to start earning extra money from various banks. These steps have helped me become more intentional about saving, investing, and growing my family's financial future.”
“I would tell any fellow soldier who is on the fence about booking a session with Joe to go ahead and do it. The guidance I received helped me better understand investing, retirement planning, and how to make smarter financial decisions for my family. Because of our conversation, I took practical steps such as investing in Roth IRA accounts, contributing to my TSP, and taking advantage of bank bonuses. The session gave me clarity, confidence, and a better financial direction. It was time well spent, and I believe other soldiers can benefit just as much from the knowledge and guidance provided.”
— SPC Kesuh, 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.