Having served ourselves, we know how important it is to take care of active duty military members, families, and veterans. We know that being in the military and serving the country, you can sometimes put the needs of the country, the military, your unit and command ahead of your own. We aim to help military members juggle their military responsibilities with their personal and financial responsibilities
It’s not uncommon for Financial Haus to make a 6-9 months deployment plan for you that takes advantage of your current situation, only to have you return from deployment and need a completely new plan in the event, say for example, you must now move across the country. This is a very realistic scenario for someone in the military—and we want to make sure our military friends and families know they can count on us every step of the way.
We have tailored our services to work with you and the stage of life you are at; all with the goal of progressing you and your finances ahead each month, each year. You can think of this as fitness for your finances, which is why our financial planning fee model mirrors that of how a personal trainer is compensated. Depending on where you are in your life and the goals you have, our fee and relationship can meet you where you are and grow with you over time.
This is also not a set-it and forget-it firm. We thoroughly believe in teaching you about financial health so as to empower you to take control of your finances and future growth. That’s not to say you’ll need to do everything yourself. Oh no -- we know you have enough on your mind. But the education component is an important one.
When you join us, you can expect to have fun! And you can expect to be held accountable to your financial goals. Just like your commander, you can expect to see us on a consistent basis. And you can expect our advisors to take your finances very seriously while being honest and empowering to you. Sure, we are a financial mentor and coach, but also a friend.
Our process establishes a meaningful long-term plan for your goals. We have a means of tracking your progress holding you accountable to the plan every step of the way. Then, we need to adapt, make changes as needed, every year.
When you are ready to get started with improving your financial situation, click over to the Start Here section of the site. That’s where financial bootcamp begins. The Contact form below will give our team members a head start on preparing your first 1-on-1 meeting!