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Discipline & Dollars

Personal finance through the eyes of a soldier, strategist, and business owner

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Discipline and Dollars: Financial Planning Through a Soldier’s Eyes

This guide draws parallels between military operations and financial planning, emphasizing disciplined, strategic approaches. Learn to assess your financial terrain, set clear goals, and navigate towards a secure future with the precision of a seasoned soldier.

Risk vs. Uncertainty: Financial Planning Through a Soldier’s Eyes

This guide illuminates investment risks and market uncertainties, teaching veterans and service members to leverage their unique skills in strategic financial decision-making and investment diversification for a secure financial future.

Thoughts on the Value of Saving Your Raise

What would you say if I told you I got a $159k raise? Or better yet, nearly every officer with 17 years of service stationed in the DC area just got a $159k raise.

Understanding Uncertainty Isn’t Just for Military Strategists

Months before 9/11, a memo to President Bush described the difficulty of predicting the future, offering insights into stock market unpredictability. It highlighted the complex interplay of global factors and the non-linear nature of markets, emphasizing the need for adaptive strategies in the face of rapid changes and the unpredictable behavior of investors.

Operation Financial Freedom: A Military Strategist’s Guide to Personal Finance

Just as successful military operations require careful planning, effective financial planning needs a strategic approach. I apply military strategy principles to financial management, focusing on discipline and detail. This includes managing cash flow, growing savings through investments, and protecting assets. Tailoring strategies to individual needs, we address unique financial situations and goals.
Goals: Financial Freedom

Part #1 – A Veterans’ Financial Planning Handbook: A Seven-Part Series to Guide Your Financial Decisions in Language You’ll Understand

In this series, I will teach you about financial planning, similar to how you planned in the military. First, we'll figure out where you stand financially and set some goals. I'll guide you in making and following a plan using skills you learned in the military. Each article covers a different part of this journey.

Part #2 – A Veterans’ Financial Planning Handbook: Goal Setting in Military and Financial Contexts

This article compares goal setting in military and financial planning. It emphasizes the importance of clear, achievable goals in both fields. Goals should be tailored to individual needs and values, and flexible to change with life circumstances. Setting effective goals is crucial for strategic planning and success in both areas.
Strength and Weakness

Part #3 – A Veterans’ Financial Planning Handbook: Why Analysis Matters

Discover the critical role of analyzing current situations in both military and financial planning. Our latest article explores this key phase, as outlined in U.S. Army Field Manuals and by the CFP Board, highlighting its importance in informed decision-making and strategy development.
Recommendations

Part #4 – A Veteran’s Handbook to Financial Planning: Making Recommendations

Dive into the crucial phase of developing recommendations in our latest piece, where military strategy meets financial planning. Learn how meticulous analysis translates into actionable plans, both in Army operations and personal finance, underscoring the importance of tailored strategies and expert collaboration for achieving mission objectives and financial goals alike.